SDY - SPDR Series Trust - State Street SPDR S&P Dividend ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

SPDR Series Trust - State Street SPDR S&P Dividend ETF
MX ˙ BMV ˙ US78464A7634
Grundlæggende statistik
Institutionelle ejere 1270 total, 1268 long only, 0 short only, 2 long/short - change of -0,53% MRQ
Gennemsnitlig porteføljeallokering 0.4837 % - change of -7,87% MRQ
Institutionelle aktier (lange) 64.027.033 (ex 13D/G) - change of -1,78MM shares -2,95% MRQ
Institutionel værdi (lang) $ 9.154.861 USD ($1000)
Institutionelt ejerskab og aktionærer

SPDR Series Trust - State Street SPDR S&P Dividend ETF (MX:SDY) har 1270 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 64,027,033 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Raymond James Financial Inc, LPL Financial LLC, Joel Isaacson & Co., LLC, Wells Fargo & Company/mn, Royal Bank Of Canada, UBS Group AG, Jpmorgan Chase & Co, and Ameriprise Financial Inc .

SPDR Series Trust - State Street SPDR S&P Dividend ETF (BMV:SDY) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-05-12 13F Clark Wealth Partners 257 0,78 37 5,71
2026-05-05 13F UBS Group AG 1.674.106 -2,31 244.319 2,45
2026-05-11 13F 1015 Capital Partners, LLC 13.464 5,07 1.965 10,15
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-02-02 13F Heritage Financial Services, LLC 6.015 0,00 837 -0,59
2026-04-29 13F/A Salem Investment Counselors Inc 2.720 0,00 397 4,76
2026-05-04 13F Redwood Park Advisors LLC 2.380 0,08 347 5,15
2026-05-14 13F TRB Wealth Management, LLC 1.701 248
2026-05-07 13F Rothschild Investment Llc 1.624 0,00 237 5,33
2026-04-21 13F Grimes & Company, Inc. 5.779 0,42 843 5,38
2026-05-13 13F Parkside Financial Bank & Trust 315 0,00 46 4,65
2026-05-11 13F Fourth Dimension Wealth, LLC 2.772 1.852,11 405 2.026,32
2026-05-07 13F Cassaday & Co Wealth Management LLC 4.637 0,00 677 4,81
2026-05-11 13F Destiny Capital Corp/CO 9.297 -3,89 1.357 0,74
2026-05-04 13F Schnieders Capital Management, Llc. 2.759 0,00 403 4,96
2026-04-08 13F Miracle Mile Advisors, LLC 50.452 -10,43 7.363 -6,07
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 6.203 0,47 905 5,36
2026-04-15 13F AlphaStar Capital Management, LLC 5.163 -15,32 753 -11,20
2026-04-23 13F West Bancorporation Inc 2.685 0,00 392 4,83
2026-05-11 13F CAPROCK Group, Inc. 8.044 0,00 1.174 4,83
2026-04-08 13F Thompson Investment Management, Inc. 2.000 0,00 292 4,68
2026-05-01 13F Beverly Hills Private Wealth, LLC 1.409 -11,33 206 -7,24
2026-05-08 13F Resources Investment Advisors, LLC. 12.166 -19,71 1.775 -15,80
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 87.484 -19,73 12.765 -15,81
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-01-29 13F Vanguard Group Inc 13.649 -7,52 1.899 -8,08
2026-05-04 13F Retirement Planning Group 7.213 -1,19 1.053 3,65
2026-01-29 13F Concurrent Investment Advisors, LLC 25.576 5,82 3.559 5,17
2026-05-12 13F Summit Trail Advisors, Llc 9.154 0,00 1.336 4,87
2026-05-08 13F Seneschal Advisors, LLC 1.001 0,00 146 5,04
2026-05-05 13F Legacy Advisors, LLC 21.570 -0,53 3.148 4,31
2026-05-15 13F Tudor Investment Corp Et Al 4.954 723
2026-05-14 13F Captrust Financial Advisors 145.619 7,10 21.252 12,32
2026-05-12 13F/A Signature Securities Group Corporation 6.967 -13,09 1.017 -8,88
2026-04-10 13F Marshall Financial Group LLC 1.473 -17,89 215 -14,06
2026-04-20 13F Davidson Trust Co 2.261 0,00 330 4,78
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 749 0,00 109 4,81
2026-04-08 13F Cadent Capital Advisors, LLC 13.334 1,66 1.946 6,58
2026-04-28 13F SBI Securities Co., Ltd. 2.734 0,89 399 5,84
2026-05-13 13F NewEdge Wealth, LLC 5.751 11,22 839 16,69
2026-05-13 13F Triumph Capital Management 64 357,14 9 800,00
2026-05-01 13F Advisors Capital Management, LLC 1.767 9,96 258 15,25
2026-04-27 13F Canal Capital Management, LLC 8.799 -1,10 1.284 3,72
2026-04-28 13F Berger Financial Group, Inc 2.626 -0,08 383 4,93
2026-05-11 13F MCF Advisors LLC 3.880 3,05 566 8,22
2026-05-15 13F Gotham Asset Management, LLC 2.179 318
2026-05-12 13F Family Legacy, Inc. 1.940 -2,76 283 2,17
2026-05-05 13F Prosperity Consulting Group, LLC 97.411 -0,80 14.216 4,03
2026-05-07 13F Resolute Wealth Strategies, LLC 2.543 0,28 371 5,40
2026-04-17 13F Worth Asset Management, LLC 1.819 -2,05 265 2,71
2026-05-07 13F Agf Management Ltd 6.033 0,00 880 4,89
2026-04-24 13F Wagner Wealth Management, Llc 716 0,00 104 5,05
2026-04-29 13F Kaydan Wealth Management, Inc. 5.003 4,32 730 9,45
2026-04-23 13F SevenBridge Financial Group, LLC 5.057 -0,08 744 0,27
2026-05-11 13F Arrow Financial Corp 0 -100,00 0
2026-04-14 13F West Branch Capital LLC 40 0,00 6 0,00
2026-05-04 13F Calamos Advisors LLC 7.250 1.058
2026-04-16 13F Roble, Belko & Company, Inc 18.744 -4,20 3 0,00
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 2.174 -0,37 317 4,62
2026-05-11 13F First National Bank Of Omaha 5.956 0,00 861 3,12
2026-04-30 13F Mascoma Wealth Management LLC 72 0,00 11 0,00
2026-05-14 13F Rockefeller Capital Management L.P. 267.702 3,63 39.069 8,68
2026-05-12 13F BOK Financial Private Wealth, Inc. 5.961 -10,00 870 -5,65
2026-05-12 13F WESCAP Management Group, Inc. 3.013 0,00 440 4,77
2026-05-01 13F/A Lodestone Wealth Management LLC 2.114 0,19 309 5,12
2026-05-15 13F Harbour Investments, Inc. 27.986 98,27 4.084 107,94
2026-05-04 13F Element Wealth, LLC 2.453 0,00 358 4,69
2026-04-29 13F Sageworth Trust Co 4.637 0,00 677 4,81
2026-04-13 13F Mlp3, Llc 11.147 0,01 1.627 4,84
2026-05-14 13F StoneX Group Inc. 7.354 24,54 1.073 30,69
2026-05-06 13F Pacitti Group Inc. 1.385 202
2026-04-10 13F Abound Wealth Management 151 0,00 22 4,76
2026-05-06 13F Private Wealth Asset Management, LLC 181 0,00 26 4,00
2026-04-23 13F S.E.E.D. Planning Group LLC 2.687 0,00 392 5,09
2026-05-06 13F Atlantic Trust, LLC 475 0,00 69 4,55
2026-05-15 13F Amussen Hunsaker Associates Llc 2.678 0,00 391 4,84
2026-04-22 13F Traphagen Investment Advisors Llc 1.999 0,00 292 4,68
2026-04-17 13F Clear Trail Advisors, LLC 2.922 1,28 427 6,23
2026-04-22 13F Apollon Wealth Management, LLC 13.386 -17,58 1.954 -13,58
2026-05-11 13F Haverford Trust Co 12.477 -1,71 1.821 3,06
2026-05-12 13F M&t Bank Corp 84.834 -4,09 12.381 0,58
2026-01-26 13F Thomasville National Bank 7.855 0,00 1.093 -0,64
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Consultiva Wealth Management, Corp. 1.078 0,00 157 4,67
2026-05-15 13F Alliancebernstein L.p. 68.283 4,90 9.502 4,90
2026-05-05 13F Allspring Global Investments Holdings, LLC 3.014 0,00 440 4,02
2026-05-12 13F Ausdal Financial Partners, Inc. 7.816 -1,18 1.141 3,64
2026-05-14 13F Delos Wealth Advisors, LLC 170 0,00 25 4,35
2026-05-01 13F Avion Wealth 248 0,00 0
2026-04-13 13F Augustine Asset Management Inc 1.562 0,00 228 4,61
2026-05-05 13F Napier Financial, LLC 1.187 173
2026-05-14 13F Hazlett, Burt & Watson, Inc. 6.053 -1,67 1
2026-05-14 13F ICONIQ Capital, LLC 3.006 0,03 439 4,78
2026-04-23 13F TFC Financial Management 0 -100,00 0
2026-05-08 13F Russell Investments Group, Ltd. 1.836 -15,47 268 -11,59
2026-04-23 13F J.w. Cole Advisors, Inc. 33.507 -0,66 4.890 44,85
2026-01-07 13F Epiq Partners, Llc 0 -100,00 0
2026-04-06 13F CX Institutional 71.880 -1,25 10 0,00
2026-04-29 13F Mine & Arao Wealth Creation & Management, LLC. 42.520 3,06 6.205 8,08
2026-04-28 13F Stratos Wealth Partners, LTD. 53.070 -0,74 7.745 4,11
2026-05-12 13F Rathbone Brothers plc 8.675 0,00 1.266 4,89
2026-05-04 13F H&H Retirement Design & Management INC 13.054 0,37 1.947 0,31
2026-04-22 13F Kapstone Financial Advisors LLC 3.806 0,00 555 4,91
2026-05-08 13F Marco Investment Management Llc 1.448 0,00 211 4,98
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 3.158 -2,02 461 2,68
2026-04-16 13F Beese Fulmer Investment Management, Inc. 2.025 -5,73 296 -1,01
2026-04-28 13F Fortis Capital Advisors, LLC 2.082 0,00 304 4,84
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-11 13F ICW Investment Advisors LLC 1.484 0,61 217 5,37
2026-05-15 13F Rehmann Capital Advisory Group 1.457 0,55 213 5,47
2026-04-24 13F Fulton Bank, N.a. 4.039 12,54 589 18,04
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 114 0,88 17 6,67
2026-05-07 13F Koss-Olinger Consulting, LLC 6.691 -21,30 976 -17,50
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 10.829 0,93 1.580 5,83
2026-04-29 13F Duncker Streett & Co Inc 3.061 -3,71 447 0,90
2026-05-12 13F Strategic Wealth Partners, Ltd. 200 29
2026-05-13 13F Philadelphia Trust Co 2.580 0,00 0
2026-04-15 13F DAVENPORT & Co LLC 26.394 -2,22 3.852 2,53
2026-05-13 13F Bank OZK 11.502 0,00 1.679 4,88
2026-04-23 13F Simmons Bank 59.083 -0,37 8.623 4,48
2026-05-14 13F Missouri Trust & Investment Co 3.900 -6,25 569 -1,56
2026-04-15 13F Merit Financial Group, LLC 45.566 -5,03 6.650 -0,40
2026-05-13 13F Buckingham Strategic Partners 5.743 -2,11 838 2,70
2026-04-15 13F Cypress Wealth Services, LLC 2.315 0,13 338 4,98
2026-05-05 13F Smith, Moore & Co. 4.716 -0,92 688 3,93
2026-05-06 13F Centennial Bank/AR/ 8.650 -38,89 1.262 -35,91
2026-04-24 13F Oakworth Capital, Inc. 776 153,59 113 169,05
2026-04-08 13F Pines Wealth Management, LLC 14.599 2,73 2.131 7,74
2026-05-11 13F Delta Asset Management Llc/tn 653 0,00 95 5,56
2026-04-27 13F BIP Wealth, LLC 7.400 -2,00 1.080 2,76
2026-04-10 13F Harbor Group, Inc. 1.802 0,06 263 5,20
2026-04-15 13F Atwood & Palmer Inc 200 0,00 29 7,41
2026-05-06 13F WoodTrust Financial Corp 1.894 0,00 0
2026-05-05 13F Ferguson Johnson Wealth Management Inc 4.887 0,00 1
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 106 0,00 15 7,14
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 1.139 166
2026-04-15 13F Signature Estate & Investment Advisors Llc 2.166 0,19 316 5,33
2026-04-22 13F Coston, McIsaac & Partners 12.427 0,87 2 0,00
2026-04-20 13F Dagco, Inc. 400 0,00 58 5,45
2026-05-15 13F Quadcap Wealth Management, LLC 3.259 0,00 476 4,86
2026-04-15 13F Planning Directions Inc 17.873 -0,66 2.608 4,19
2026-04-21 13F/A Madrid Wealth Management, LLC 6.663 0,00 972 4,85
2026-05-13 13F Principal Securities, Inc. 12.118 -2,23 1.769 2,55
2026-04-30 13F First Horizon Corp 39.035 -0,14 5.697 4,73
2026-04-08 13F Grove Bank & Trust 582 0,00 85 5,00
2026-05-06 13F Main Street Group, LTD 632 92
2026-05-01 13F Patten & Patten Inc/tn 2.284 0,00 333 5,05
2026-05-13 13F Fiduciary Family Office, Llc 3.151 0,00 460 4,79
2026-05-12 13F Thoroughbred Financial Services, Llc 4.603 -9,01 1
2026-04-14 13F Zrc Wealth Management, Llc 69 0,00 10 11,11
2026-04-21 13F Xcel Wealth Management, LLC 1.638 239
2026-05-06 13F Modera Wealth Management, LLC 3.762 0,13 549 5,17
2026-05-04 13F Cornerstone Advisory, LLC 45.748 -1,23 6.676 3,58
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 300 0,00 44 4,88
2026-04-28 13F Busey Wealth Management 1.634 8,86 238 14,42
2026-05-05 13F Cherry Tree Wealth Management, LLC 2.310 0,00 337 4,98
2026-04-24 13F Capital Asset Advisory Services LLC 3.364 -23,07 502 -19,45
2026-04-06 13F GAMMA Investing LLC 2.660 0,00 388 4,86
2026-05-15 13F NorthRock Partners, LLC 29.528 -2,10 4.309 2,67
2026-04-21 13F Trilogy Capital Inc. 1.629 1,69 238 6,76
2026-04-27 13F Truist Financial Corp 709.668 -3,80 103.569 0,89
2026-05-14 13F Evergreen Capital Management Llc 13.192 -17,93 1.925 -13,91
2026-04-29 13F Cary Street Partners Financial Llc 14.731 0,19 2.150 5,03
2026-04-30 13F Dara Capital Us, Inc. 3.660 0,00 534 4,91
2026-02-02 13F Riverstone Advisors, LLC 0 -100,00 0
2026-05-08 13F Blair William & Co/il 82.756 7,19 12.077 12,42
2026-04-17 13F Essex Savings Bank 1.875 -1,21 274 3,41
2026-05-14 13F Simplex Trading, Llc 1.639 239
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 7.623 -24,81 1.113 -21,13
2026-05-19 13F Silicon Valley Capital Partners 234 0,43 34 6,25
2026-05-11 13F Treasure Coast Financial Planning 24.104 1,98 3.517 6,93
2026-04-08 13F Dynamic Advisor Solutions LLC 13.998 -0,77 2.043 4,08
2026-04-28 13F Goldstein Advisors, LLC 2.534 36,24 370 43,02
2026-05-05 13F West Michigan Advisors, Llc 2.466 4,09 360 9,12
2026-04-07 13F Agate Pass Investment Management, LLC 7.980 -1,86 1.165 2,92
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-05-06 13F Assetmark, Inc 3.017 -1,34 440 3,53
2026-05-14 13F Raymond James Financial Inc 3.059.540 -1,01 446.509 3,82
2026-04-24 13F Ledyard National Bank 10.133 -5,83 1.479 -1,27
2026-05-08 13F Wall Street Access Asset Management, LLC 105 0,00 15 7,14
2026-05-13 13F Bank Of Montreal /can/ 159.419 -17,06 23.265 -13,02
2026-04-27 13F Greenleaf Trust 72.680 0,43 10.607 5,32
2026-02-12 13F CIBC Private Wealth Group, LLC 53.601 -1,50 7.459 -2,13
2026-05-11 13F High Note Wealth, LLC 17 -80,46 2 -83,33
2026-05-06 13F Mechanics Financial Corp 1.000 0,00 146 4,32
2026-05-14 13F Vident Advisory, LLC 0 -100,00 0
2026-05-04 13F Legacy Financial Group LLC 291.421 -0,04 42.530 -4,43
2026-05-13 13F Adviser Investments LLC 7.775 -0,17 1.135 4,71
2026-05-14 13F Synergy Investment Management, LLC 488 71
2026-04-30 13F Independence Bank of Kentucky 24.517 0,00 3.578 4,90
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-24 13F Key FInancial Inc 4.029 0,00 588 4,82
2026-04-17 13F Forbes Financial Planning, Inc. 11.742 -2,97 1.714 1,72
2026-05-12 13F Kovack Advisors, Inc. 9.695 -0,31 1.414 4,51
2026-04-20 13F Triangle Securities Wealth Management 4.689 -3,38 684 1,33
2026-02-17 13F High Falls Advisors, Inc 10.499 -22,48 1.461 -22,94
2026-05-06 13F Bartlett & Co. Wealth Management Llc 2.892 0,00 427 5,97
2026-05-05 13F West Paces Advisors Inc. 3.702 0,00 540 4,85
2026-05-14 13F EP Wealth Advisors, Inc. 34.485 1,07 5.033 5,98
2026-04-30 13F Accredited Investors Inc. 4.945 -0,60 722 4,19
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 16.093 1,90 2.349 -3,06
2026-04-17 13F Hanson & Doremus Investment Management 1.337 0,53 0
2026-05-05 13F Fisher Asset Management, LLC 0 -100,00 0
2026-04-22 13F Bravera Wealth 28.723 -9,88 4.192 -5,50
2026-05-12 13F Tocqueville Asset Management L.p. 3.685 -77,17 538 -76,09
2026-05-01 13F Capital Squared Financial LLC 1.546 -35,88 226 -32,84
2026-05-15 13F Quantinno Capital Management LP 18.988 133,47 2.771 145,00
2026-05-15 13F SIMA Wealth Partners, LLC 537 0,00 78 5,41
2026-04-09 13F Goelzer Investment Management, Inc. 2.202 321
2026-05-14 13F Seven Springs Wealth Group, LLC 8.192 0,00 1.196 4,92
2026-04-20 13F Strategent Financial, LLC 33.371 -6,03 4.870 -1,44
2026-05-15 13F Larson Financial Group LLC 26.886 0,31 3.924 5,17
2026-04-14 13F Prospera Financial Services Inc 30.048 2,06 4.392 7,07
2026-05-13 13F Lido Advisors, LLC 51.435 19,75 7.506 24,83
2026-05-29 13F Asset Dedication, LLC 2.522 -37,37 368 -34,29
2026-05-07 13F Dakota Wealth Management 9.476 0,00 1.383 4,86
2026-05-12 13F Tufton Capital Management 11.371 0,05 2 0,00
2026-04-15 13F Occidental Asset Management, LLC 16.227 0,00 2.368 4,87
2026-05-15 13F Pettyjohn, Wood & White, Inc 34.127 -0,65 4.980 4,18
2026-04-14 13F Legacy Trust 2.928 0,00 427 4,91
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Sugar Maple Asset Management, LLC 18.772 -1,31 2.740 3,48
2026-02-10 13F Edgemoor Investment Advisors, Inc. 0 -100,00 0
2026-04-07 13F Signaturefd, Llc 6.042 0,12 882 5,01
2026-05-04 13F Mosaic Advisors LLC 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 757 105
2026-04-28 13F Dumont & Blake Investment Advisors Llc 23.724 -2,51 3.462 115.300,00
2026-04-22 13F Romano Brothers And Company 2.285 0,00 333 5,05
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-14 13F Howland Capital Management Llc 2.437 0,00 356 4,72
2026-05-13 13F Boston Family Office Llc 2.361 0,00 0
2026-04-17 13F Old North State Wealth Management, LLC 1.796 -6,99 263 -2,60
2026-04-27 13F Smith & Howard Wealth Management, LLC 3.141 0,00 458 4,81
2026-05-14 13F SlateStone Wealth, LLC 9.156 0,19 1 0,00
2026-04-17 13F Krilogy Financial LLC 3.252 0,00 481 0,63
2026-05-14 13F Bridgewater Advisors Inc. 1.386 0,00 204 0,00
2026-05-15 13F Tower Research Capital LLC (TRC) 4 -99,94 1 -100,00
2026-05-13 13F AE Wealth Management LLC 4.835 -2,17 706 2,62
2026-05-11 13F Meridian Wealth Advisors, LLC 58.158 16,43 8.488 22,12
2026-05-12 13F Cascade Financial Partners, LLC 5.396 1,39 787 6,35
2026-05-15 13F Change Path, LLC 7.109 -4,56 1.037 0,10
2026-05-19 13F Western Wealth Management, LLC 23.133 8,24 3.376 13,52
2026-04-09 13F Acropolis Investment Management, LLC 2.885 0,00 421 4,99
2026-04-20 13F Hilton Head Capital Partners, LLC 505 0,00 74 4,29
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 2.830 0,00 413 5,09
2026-04-28 13F CAP Partners, LLC 2.075 303
2026-01-14 13F Tradewinds Capital Management, LLC 0 -100,00 0
2026-04-29 13F Delta Capital Management Llc 2.650 0,00 0
2026-05-12 13F Bear Mountain Capital, Inc. 103 0,00 15 0,00
2026-04-08 13F Bond & Devick Financial Network, Inc. 4.207 0,00 614 4,79
2026-05-12 13F Marion Wealth Management 0 -100,00 0
2026-05-11 13F Millennium Capital Advisors, LLC 1.408 205
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-01 13F Bangor Savings Bank 1.402 -1,48 205 3,03
2026-04-17 13F Mainstream Capital Management LLC 2.420 -0,82 353 4,13
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 122.734 341,24 17.912 362,82
2026-05-14 13F Rockbridge Investment Management, LCC 2.293 0,00 335 4,70
2026-05-15 13F Matrix Private Capital Group Llc 3.311 1,85 483 6,86
2026-05-12 13F Crusonia Wealth Advisors LLC 2.536 0,00 370 5,11
2026-05-14 13F Diversified Enterprises, LLC 1.551 0,00 226 5,12
2026-05-14 13F Apriem Advisors 1.508 0,00 220 5,26
2026-01-30 13F Canandaigua National Bank & Trust Co 25.846 -3,29 3.597 -3,90
2026-04-29 13F Horst & Graben Wealth Management LLC 4.027 -4,98 597 1,19
2026-05-01 13F Connecticut Wealth Management, LLC 22.103 -0,37 3.226 4,47
2026-04-07 13F CoreCap Advisors, LLC 1.180 -1,01 172 4,24
2026-05-15 13F Kcm Investment Advisors Llc 92.702 0,06 13.529 4,93
2026-02-10 13F Providence Financial Advisors, LLC 0 -100,00 0
2026-04-21 13F Topsail Wealth Management, LLC 1.000 0,00 146 4,32
2026-05-15 13F Pinney & Scofield, Inc. 135 0,00 20 5,56
2026-05-06 13F Berkeley Capital Partners, LLC 1.724 252
2026-05-15 13F Fiduciary Trust Co 3.341 1,67 488 6,56
2026-04-24 13F Financial Life Planners 403 59
2026-01-06 13F Ransom Advisory, Ltd 5.065 705
2026-05-01 13F Johnson Investment Counsel Inc 27.546 -13,23 4.020 -8,99
2026-04-10 13F Quaker Wealth Management, LLC 1.811 0,00 264 4,76
2026-04-14 13F Wealthcare Advisory Partners LLC 12.303 0,62 1.795 5,53
2026-05-13 13F Peck Wealth Management, LLC 600 0,00 88 4,82
2026-04-21 13F GHP Investment Advisors, Inc. 2.692 0,00 393 4,81
2026-04-28 13F Astoria Portfolio Advisors LLC. 6.460 4,79 957 0,31
2026-04-13 13F Bouchey Financial Group Ltd 12.000 0,00 1.784 6,89
2026-05-04 13F Nadler Financial Group, Inc. 2.293 -30,09 335 -26,75
2026-05-11 13F American Money Management, LLC 45.518 1,49 6.643 6,43
2026-05-01 13F Financial Alternatives, Inc 1.549 0,00 226 5,12
2026-05-15 13F Susquehanna International Group, Llp Put 74.600 68,78 10.887 77,02
2026-05-15 13F Susquehanna International Group, Llp 45.471 -96,14 6.636 -95,95
2026-05-14 13F Nan Shan Life Insurance Co., Ltd. 0 -100,00 0
2026-04-29 13F Saxon Interests, Inc. 5.428 0,00 792 4,90
2026-04-07 13F Heartwood Wealth Advisors LLC 2.910 -0,24 425 4,69
2026-05-05 13F HighTower Advisors, LLC 479.126 -0,57 69.924 4,27
2026-05-12 13F Index Fund Advisors, Inc. 0 -100,00 0
2026-05-13 13F/A MWA Asset Management 5.581 2,82 815 7,81
2026-05-12 13F Asset One Wealth Management LLC 1.696 251
2026-04-15 13F Trust Co Of Toledo Na /oh/ 5.558 9,32 811 14,71
2026-02-12 13F FineMark National Bank & Trust 19.921 4,19 2.772 3,55
2026-05-09 13F MSH Capital Advisors LLC 91.692 9,21 13.382 14,52
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 209.957 -10,21 31 -6,25
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 17.335 2.530
2026-05-15 13F Royal Bank Of Canada 2.021.684 -5,70 295.044 -1,11
2026-04-29 13F American Capital Advisory, LLC 180 0,00 26 4,00
2026-04-17 13F CENTRAL TRUST Co 23.428 -8,29 3.419 -3,83
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 82.189 -5,38 11.995 -0,77
2026-05-15 13F Wellspring Financial Advisors, LLC 55.218 -6,69 8.059 -2,16
2026-05-15 13F Huntington National Bank 13.156 25.141 6,75
2026-04-15 13F LongView Wealth Management 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 3.933 0,79 574 5,72
2026-05-15 13F Smartleaf Asset Management LLC 3.328 -23,19 481 -20,92
2026-04-30 13F Cooksen Wealth, LLC 12.399 1,88 1.810 6,85
2026-04-20 13F Friedenthal Financial 240 0,00 35 6,06
2026-05-15 13F Susquehanna International Group, Llp Call 69.400 27,57 10.128 33,79
2026-05-04 13F Fagan Associates, Inc. 2.074 0,10 303 4,86
2026-04-15 13F Adamsbrown Wealth Consultants Llc 2.802 -6,19 409 -1,69
2026-05-11 13F RiverFront Investment Group, LLC 2.478 0,00 362 4,94
2026-05-15 13F Cardiff Park Advisors, Llc 283 -26,11 41 -22,64
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 223.643 -39,95 32.679 -38,31
2026-04-30 13F Fortune Financial Advisors, LLC 2.041 -7,90 298 -3,57
2026-05-04 13F Flaharty Asset Management, LLC 197.469 -0,53 28.819 4,31
2026-05-14 13F Andrews Advisory Associates, LLC 2.978 0,03 435 4,83
2026-04-15 13F Founders Grove Wealth Partners, Llc 31.735 -2,82 4.631 1,91
2026-04-16 13F Toth Financial Advisory Corp 50 -27,54 7 -22,22
2026-05-12 13F Colonial Trust Advisors 226 0,89 33 3,23
2026-05-13 13F Jaffetilchin Investment Partners, LLC 1.756 256
2026-05-11 13F Bailard, Inc. 1.806 13,37 264 19,00
2026-05-12 13F Americana Partners, LLC 60.619 -31,90 8.847 -28,59
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 100 0,00 15 7,69
2026-05-15 13F Clark Capital Management Group, Inc. 3.678 11,59 537 17,03
2026-05-01 13F Anchor Investment Management, LLC 956 35,41 140 41,84
2026-05-14 13F Capital Analysts, Inc. 7.415 -18,25 1 0,00
2026-05-13 13F McDonough Capital Management, Inc 2.064 0,58 301 5,61
2026-04-27 13F Serenus Wealth Advisors, LLC 3.322 0,09 485 4,99
2026-05-06 13F Brio Consultants, LLC 1.559 0,19 232 6,94
2026-04-02 13F Ares Financial Consulting, LLC 616 0,65 90 4,71
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-04-10 13F Piscataqua Savings Bank 515 0,00 75 5,63
2026-02-06 13F Orin Green Financial, LLC 0 -100,00 0
2026-05-04 13F AMG National Trust Bank 7.070 1,43 1.032 6,40
2026-04-10 13F Baker Tilly Financial, Llc 4.682 683
2026-04-14 13F Pictet North America Advisors SA 2.682 0,00 391 4,83
2026-05-15 13F XTX Topco Ltd 6.713 -24,87 980 -21,24
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-05-15 13F Warren Averett Asset Management, LLC 23.970 -8,14 3.498 -3,66
2026-01-13 13F Stephens Consulting, LLC 74 0,00 10 0,00
2026-04-28 13F Stephens Inc /ar/ 9.516 -10,51 1.389 -6,15
2026-05-06 13F Deutsche Bank Ag\ 20.439 -30,64 2.983 -27,27
2026-04-07 13F Farther Finance Advisors, LLC 21.748 17,30 3.172 22,91
2026-04-10 13F Armstrong Advisory Group, Inc 6.928 0,01 1.011 4,98
2026-02-13 13F Sofos Investments, Inc. 0 -100,00 0
2026-01-22 13F Greenberg Financial Group 22.603 -2,57 3.145 -7,09
2026-05-01 13F United Bank 5.361 -2,44 782 2,36
2026-05-11 13F Daymark Wealth Partners, Llc 11.364 3,41 1.658 8,44
2026-05-14 13F Advisory Research Inc 2.164 24,15 316 30,17
2026-02-17 13F MGB Wealth Management, LLC 688 -0,72 96 -1,04
2026-05-15 13F United Capital Financial Advisers, Llc 176.671 -4,22 25.801 0,52
2026-05-12 13F Operose Advisors LLC 994 -7,53 145 -2,68
2026-05-14 13F First Commonwealth Financial Corp /pa/ 6.042 -5,12 882 -0,56
2026-04-20 13F MBM Wealth Consultants, LLC 235 34
2026-05-06 13F Tyche Wealth Partners LLC 10.791 -0,30 1.575 4,52
2026-05-14 13F Orleans Capital Management Corp/la 0 -100,00 0
2026-05-05 13F D.a. Davidson & Co. 25.610 5,40 3.738 10,53
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-14 13F Lbmc Investment Advisors, Llc 2.661 0,08 388 4,86
2026-05-15 13F Advisory Services Network, LLC 22.467 -5,82 3.279 -1,24
2026-04-21 13F Vise Technologies, Inc. 4.176 0,00 581 0,00
2026-04-22 13F Accretive Wealth Partners, LLC 1.399 204
2026-05-15 13F Qube Research & Technologies Ltd 14.821 1.176,57 2.163 1.242,86
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-21 13F Financial Consulate, Inc 62 0,00 9 12,50
2026-04-22 13F Richard Bernstein Advisors LLC 1.139.462 11,86 166.297 17,31
2026-05-05 13F Ashford Advisors, LLC 4.000 0,00 584 4,86
2026-04-10 13F Magnus Financial Group LLC 3.448 4,36 503 9,59
2026-04-30 13F Sequoia Financial Advisors, LLC 21.728 -2,14 3.171 2,62
2026-05-04 13F Procyon Private Wealth Partners, LLC 2.101 0,00 307 4,79
2026-05-15 13F GWM Advisors LLC 35.171 -54,73 3.943 -63,54
2026-05-12 13F Warwick Investment Management, Inc. 1.435 -9,35 209 -5,00
2026-05-06 13F Dunhill Financial, LLC 86 0,00 13 0,00
2026-04-20 13F McKinley Carter Wealth Services, Inc. 2.226 0,00 325 4,85
2026-04-13 13F Hm Payson & Co 2.261 0,00 330 4,78
2026-05-15 13F Peterson Wealth Management 621 91
2026-04-21 13F Lewis Asset Management, LLC 28.898 -1,71 4.217 3,08
2026-05-08 13F New England Private Wealth Advisors LLC 17.966 -0,06 2.622 4,80
2026-02-12 13F Collier Financial 0 -100,00 0
2026-04-22 13F Apollon Financial, LLC 2.462 -1,95 359 2,87
2026-05-07 13F Scarborough Advisors, LLC 59 0,00 9 0,00
2026-05-14 13F Financial Engines Advisors L.L.C. 17.775 4,98 2.594 10,10
2026-04-08 13F McNaughton Wealth Management, LLC 10.153 -4,98 1.482 -0,34
2026-04-17 13F Brown, Lisle/cummings, Inc. 171 0,00 25 4,35
2026-05-15 13F Destination Wealth Management 629.425 -3,72 91.858 0,97
2026-05-11 13F Salomon & Ludwin, LLC 35.002 -0,91 5.114 2,84
2026-04-14 13F Jeppson Wealth Management, Llc 9.610 -4,33 1.402 0,36
2026-04-20 13F Ronald Blue Trust, Inc. 4.725 8,50 690 13,70
2026-04-22 13F Sutton Place Investors Llc 4.217 0,00 615 4,95
2026-05-05 13F One Day In July LLC 5.078 0,00 741 4,96
2026-05-01 13F Ferguson Wellman Capital Management, Inc 15.536 0,06 2.267 4,95
2026-05-12 13F Aspiriant, Llc 14.883 2,27 2.172 7,26
2026-04-03 13F Investors Research Corp 11.291 -1,17 1.648 3,65
2026-04-21 13F Narus Financial Partners, LLC 2.200 0,00 321 4,90
2026-04-16 13F Center For Asset Management LLC 1.810 0,00 264 5,18
2026-05-06 13F Zhang Financial LLC 8.747 0,17 1.277 5,02
2026-05-04 13F Citizens National Bank Trust Department 768 0,00 112 5,66
2026-05-05 13F Evergreen Advisors, LLC 366 53
2026-04-21 13F Founders Capital Management 260 0,00 38 2,78
2026-04-28 13F Sage Rhino Capital Llc 77.288 -1,44 11.279 3,36
2026-01-16 13F Pictet & Cie (Europe) SA 0 -100,00 0
2026-05-15 13F Richwood Investment Advisors, LLC 8.332 -5,39 1.216 -10,00
2026-05-13 13F Calton & Associates, Inc. 1.621 -24,88 237 -21,33
2026-05-15 13F Beacon Pointe Advisors, LLC 52.365 -6,57 7.642 -2,01
2026-02-05 13F Tucker Asset Management Llc 325 0,00 45 0,00
2026-05-11 13F Linscomb & Williams, Inc. 256.908 -7,62 37.493 -3,12
2026-04-28 13F Howe & Rusling Inc 1.853 -4,93 270 -0,37
2026-05-11 13F Westco Advisory Services Inc /adv 4.012 0,50 586 5,41
2026-04-02 13F Collective Family Office Llc 0 -100,00 0
2026-04-22 13F Ridgecrest Wealth Partners, Llc 2.724 0,00 398 4,75
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 61.113 -0,88 8.919 -0,46
2026-04-27 13F Cresta Advisors, Ltd. 0 -100,00 0
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 65.729 -0,55 9.593 4,29
2026-04-20 13F Investment Research & Advisory Group, Inc. 982 -2,48 143 2,14
2026-05-06 13F Sentinus, LLC 24.237 3.537
2026-05-11 13F Howard Wealth Management, Llc 8.563 -3,13 1.250 1,54
2026-05-15 13F Ameriprise Financial Inc 1.332.742 -13,19 196.791 -7,81
2026-05-05 13F Black Diamond Financial, LLC 28.442 -0,09 4.151 4,77
2026-05-11 13F Wells Fargo & Company/mn 2.199.849 5,93 321.046 11,10
2026-04-08 13F Hardin Capital Partners, LLC 2.845 0,07 415 5,06
2026-05-11 13F Founders Financial Alliance, LLC 1.085 43,33 158 50,48
2026-05-19 13F Mascagni Wealth Management, Inc. 3.042 0,00 444 4,73
2026-04-27 13F Exencial Wealth Advisors, Llc 4.591 202,44 670 217,54
2026-01-28 13F Headland Capital, LLC 0 -100,00 0
2026-04-09 13F OFS Enterprise LLC 2.017 294
2026-05-14 13F Liberty One Investment Management, Llc 15.020 7,15 2.192 12,41
2026-05-15 13F/A EverSource Wealth Advisors, LLC 10.972 0,11 1.601 4,98
2026-04-30 13F Donaldson Capital Management, Llc 10.244 0,08 1.495 4,92
2026-05-08 13F Moors & Cabot, Inc. 5.478 0,20 799 5,13
2026-04-13 13F Foster Group, Inc. 1.784 0,00 260 4,84
2026-04-30 13F Simplicity Wealth,LLC 11.992 12,72 1.750 18,24
2026-05-05 13F Cullen/frost Bankers, Inc. 3.199 -24,28 467 -20,61
2026-05-07 13F Key Capital Management, INC 411 60
2026-05-14 13F Bridgewealth Advisory Group, LLC 1.600 0,00 234 4,95
2026-05-14 13F Fort Point Capital Partners LLC 8.702 0,60 1.270 0,08
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 6.369 0,00 930 4,85
2026-04-28 13F Harbour Trust & Investment Management Co 8.121 -0,98 1.185 3,86
2026-05-13 13F Ankerstar Wealth, LLC 237 0,00 35 6,25
2026-05-05 13F SOUTH STATE Corp 239 -55,74 35 -54,67
2026-04-24 13F James Investment Research Inc 1.985 -20,73 290 -16,95
2026-04-08 13F Fermata Advisors, LLC 1.393 203
2026-04-28 13F Kanawha Capital Management Llc 2.500 -10,71 365 -6,43
2026-05-13 13F Signature Equity Partners, LLC 150 0,00 22 5,00
2026-05-15 13F Resources Management Corp /ct/ /adv 900 0,00 0
2026-04-10 13F Perfromance Wealth Partners, LLC 3.251 -6,34 474 -1,86
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-04-27 13F Koshinski Asset Management, Inc. 4.284 8,32 625 13,64
2026-05-08 13F Coldstream Capital Management Inc 0 -100,00 0
2026-05-13 13F River Wealth Advisors LLC 2.874 0,00 419 5,01
2026-05-06 13F Fidelis Capital Partners, LLC 1.615 0,00 236 4,91
2026-04-16 13F Fiduciary Advisors, Inc. 82 0,00 12 0,00
2026-05-05 13F Bank of New York Mellon Corp 930.325 -2,54 135.772 2,21
2026-05-07 13F Carson Advisory Inc. 1.622 -13,03 237 -8,88
2026-05-01 13F Citizens Business Bank 2.157 0,00 315 4,67
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 2.508 -56,88 366 -54,76
2026-05-07 13F Premier Private Wealth Management LLC 52.234 1,16 7.623 -1,05
2026-05-11 13F Condor Capital Management 1.815 0,00 265 4,76
2026-05-05 13F Regions Financial Corp 37.406 0,00 5.459 4,88
2026-05-05 13F Woodmont Investment Counsel Llc 3.104 0,29 453 5,35
2026-05-06 13F Shared Vision Wealth Group LLC 2.351 0,00 343 -0,29
2026-04-08 13F West Financial Advisors, LLC 294 0,00 43 5,00
2026-04-21 13F Venturi Wealth Management, LLC 2.425 1,63 354 6,33
2026-05-07 13F Avidian Wealth Solutions, LLC 16.882 746,64 2.464 789,17
2026-04-28 13F Golden State Wealth Management, LLC 8.536 -0,96 1.246 3,84
2026-05-06 13F MTM Investment Management, LLC 1.415 0,00 207 5,10
2026-05-12 13F Stifel Financial Corp 465.864 -2,54 67.988 2,21
2026-05-15 13F Mission Wealth Management, Lp 47.822 -2,12 6.979 2,66
2026-05-15 13F Cypress Capital Group 1.650 0,00 241 4,80
2026-04-10 13F Country Trust Bank 184 27
2026-05-01 13F American Trust 26.761 -8,10 3.906 -3,63
2026-04-16 13F Global Wealth Management, LLC 1.470 0,55 214 5,42
2026-04-30 13F Mv Capital Management, Inc. 158 0,00 23 9,52
2026-04-16 13F Cambridge Advisors Inc. 4.966 0,00 725 4,78
2026-05-06 13F Cornerstone Planning Group LLC 96 -11,11 14 -6,67
2026-04-28 13F Walkner Condon Financial Advisors LLC 1.679 0,00 245 5,15
2026-04-27 13F Lodestar Private Asset Management Llc 9.248 -4,34 1.350 0,30
2026-04-21 13F Wesbanco Bank Inc 83.246 -2,11 12.149 2,65
2026-04-03 13F Adirondack Trust Co 1.342 -0,96 196 3,72
2026-04-21 13F Maridea Wealth Management LLC 2.777 0,00 405 4,92
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 2.640 385
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 268 0,37 39 5,41
2026-04-16 13F Capital Advisors, Ltd. LLC 145.591 -0,03 21 5,00
2026-04-24 13F Axis Wealth Partners, LLC 9.747 2,99 1.422 7,97
2026-04-28 13F ORG Wealth Partners, LLC 3.579 -3,48 522 0,97
2026-04-15 13F NorthAvenue LLC 134 0,00 20 5,56
2026-05-07 13F Capital Performance Advisors Llp 55.136 -0,05 8.046 4,82
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 1.525 -6,15 223 -1,77
2026-05-08 13F Smithfield Trust Co 34.156 -3,50 5 0,00
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2.493 -2,16 364 2,54
2026-05-14 13F We Are One Seven, LLC 23.851 -22,35 3.481 -18,58
2026-02-11 13F Empowered Funds, LLC 844 117
2026-04-27 13F Qrg Capital Management, Inc. 2.444 44,62 357 51,49
2026-04-21 13F Sunpointe, LLC 5.826 850
2026-04-28 13F Split Rock Private Trading & Wealth Management, LLC 1.418 207
2026-05-15 13F Eagle Global Advisors Llc 2.256 0,00 329 5,11
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 2.847 0,18 416 5,06
2026-05-07 13F Vision Retirement, LLC 266 0,00 39 2,70
2026-05-14 13F Wrenne Financial Planning LLC 1.480 0,00 216 4,88
2026-05-15 13F Laird Norton Trust Company, Llc 4.797 6,32 700 11,64
2026-04-28 13F Berkshire Bank 4.662 21,91 680 27,82
2026-05-13 13F Crews Bank & Trust 327 0,00 48 4,44
2026-04-09 13F Key Client Fiduciary Advisors, LLC 3.535 3,85 516 8,88
2026-05-13 13F Capital Group Private Client Services, Inc. 5.707 0,49 833 5,32
2026-04-24 13F Redwood Wealth Management Group, LLC 11.465 -4,55 1.673 0,12
2026-05-14 13F Kilter Group LLC 350 0,00 51 6,25
2026-04-23 13F BXM Wealth LLC 2.570 0,00 375 5,04
2026-04-20 13F Clune & Associates, Ltd. 2.514 367
2026-05-04 13F Hourglass Capital, Llc 9.435 -1,77 1.377 2,99
2026-05-13 13F Corsicana & Co. 59.010 1,17 8.006 -1,37
2026-04-17 13F HHM Wealth Advisors, LLC 6.070 0,41 886 5,23
2026-04-27 13F Denver Wealth Management, Inc. 20.868 -2,44 3.046 2,32
2026-05-08 13F Valeo Financial Advisors, LLC 3.772 -15,78 550 -11,72
2026-05-15 13F First Manhattan Co 2.386 5,06 348 10,13
2026-05-14 13F Coastal Bridge Advisors, LLC 1.794 -29,37 262 -26,06
2026-05-14 13F ASB Consultores, LLC 2.391 17,09 355 18,73
2026-05-11 13F WFA of San Diego, LLC 1.853 -32,67 270 -29,32
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 19.612 -6,70 2.862 -2,15
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 1.335 -3,54 195 1,57
2026-04-30 13F Titleist Asset Management, Llc 2.332 -3,99 340 0,59
2026-05-14 13F Allworth Financial LP 54.265 2,84 7.919 7,84
2026-04-08 13F Sax Wealth Advisors, Llc 2.034 0,00 283 0,00
2026-01-27 13F Meritage Portfolio Management 3.310 -1,46 461 -2,13
2026-05-16 13F Sunbelt Securities, Inc. 39.851 0,62 5.816 5,52
2026-04-27 13F Evolution Wealth Management Inc. 404 0,00 59 3,57
2026-05-04 13F Rodgers & Associates, LTD 3.700 0,00 540 4,86
2026-04-30 13F Stablepoint Partners, LLC 20.685 -37,33 3.019 -34,29
2026-04-28 13F Stratos Wealth Advisors, LLC 5.835 -1,50 852 3,28
2026-01-14 13F ORG Partners LLC 270 0,00 38 0,00
2026-04-15 13F Valley National Advisers Inc 529 0,00 0
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 14.100 -36,20 2.058 -33,11
2026-04-28 13F DDD Partners, LLC 3.938 575
2026-04-30 13F Financial Freedom, LLC 0 -100,00 0
2026-05-07 13F Hollencrest Capital Management 12.267 0,00 1.790 4,86
2026-04-23 13F Glass Jacobson Investment Advisors llc 586 0,00 85 4,94
2026-04-21 13F Pallas Capital Advisors LLC 10.692 -2,28 1.560 2,50
2026-05-07 13F Intellus Advisors LLC 4.953 0,00 723 4,79
2026-04-22 13F Wealth Advisory Solutions, LLC 3.956 21,02 577 27,09
2026-04-23 13F Farmers & Merchants Investments Inc 743 0,00 108 4,85
2026-04-10 13F MKT Advisors LLC 5.295 -0,92 771 2,53
2026-05-07 13F VisionPoint Advisory Group, LLC 71.408 146,25 10.421 158,27
2026-05-07 13F Burk Holdings LLC 586 86
2026-04-22 13F Wilkins Miller Wealth Management, LLC 1.951 -1,81 285 2,90
2026-04-21 13F AA Financial Advisors, LLC 22.707 -1,59 3.314 3,18
2026-05-05 13F Putnam Fl Investment Management Co 9.584 -23,08 1.399 -19,33
2026-05-11 13F Godfrey Financial Associates, Inc. 970 0,10 142 5,22
2026-05-04 13F NWF Advisory Services Inc. 178.029 -2,41 25.981 2,34
2026-05-11 13F Blueprint Financial Advisors LLC 25.272 6,96 3.688 12,20
2026-05-15 13F Brown Advisory Inc 70.901 4,49 10.347 9,58
2026-04-23 13F Narwhal Capital Management 20.989 0,00 3.063 4,90
2026-05-04 13F Pacific Point Advisors, LLC 1.896 0,00 277 4,94
2026-05-11 13F Umb Bank N A/mo 109.023 -2,15 15.911 2,62
2026-05-05 13F Noesis Capital Mangement Corp 5.093 0,00 743 4,94
2026-05-14 13F Klingman & Associates, LLC 189.356 -1,31 27.635 3,50
2026-05-12 13F CIBC Bancorp USA Inc. 52.419 -5,94 7.650 -1,99
2026-02-13 13F Burton Enright Welch 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 2.239 -24,10 327 -20,49
2026-04-13 13F Neumann Capital Management, LLC 28.688 -12,31 4.187 -8,04
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 14.650 -25,45 2.138 -21,80
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6.956 -16,96 1.015 -12,88
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 1.883 -9,34 275 -5,19
2026-04-17 13F Community Bank & Trust, Waco, Texas 1.918 0,00 0
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2.863 -9,34 418 -5,01
2026-04-22 13F Joel Isaacson & Co., LLC 2.847.021 2,10 415.494 7,08
2026-04-22 13F Louisbourg Investments Inc. 500 -21,26 73 -18,18
2026-05-15 13F Asset Management Group, Inc. 25.708 0,37 3.752 5,25
2026-05-13 13F Invst, LLC 1.856 -7,34 271 -2,88
2026-05-15 13F Evelyn Partners Investment Management Services Ltd 0 -100,00 0
2026-04-29 13F/A True Link Financial Advisors, LLC 1.500 0,00 219 4,81
2026-05-13 13F Cascade Investment Group, Inc. 2.013 -1,47 294 3,17
2026-05-14 13F Rodgers Brothers Inc. 1.800 0,00 263 4,80
2026-04-24 13F DeLarme Wealth Management, Inc. 0 -100,00 0
2026-04-20 13F L.K. Benson & Company, P.C. 1.968 0,00 287 5,13
2026-05-04 13F Archer Investment Corp 3.001 0,57 438 5,30
2026-05-12 13F Greenwich Wealth Management LLC 2.776 -0,54 0
2026-05-15 13F GLOBALT Investments LLC / GA 10.035 -0,67 1.465 4,20
2026-05-11 13F POM Investment Strategies, LLC 20 3
2026-04-28 13F Core Wealth Management, Inc. 1.937 0,00 283 4,83
2026-04-10 13F YHB Investment Advisors, Inc. 3.284 -1,97 479 2,79
2026-04-20 13F Kestra Private Wealth Services, Llc 37.232 5,90 5.434 11,06
2026-04-20 13F Jfs Wealth Advisors, Llc 5.951 0,02 868 4,83
2026-04-29 13F Mycio Wealth Partners, Llc 30.480 0,57 4.448 5,48
2026-05-01 13F Strategic Wealth Advisors LLC 712 0,00 0
2026-05-11 13F RWM Asset Management, LLC 68.887 -0,30 10.053 -0,83
2026-04-09 13F Kwmg, Llc 4.488 1,08 655 6,00
2026-05-15 13F Segall Bryant & Hamill, Llc 10.438 1.560
2026-04-15 13F Sarver Vrooman Wealth Advisors 64 0,00 9 12,50
2026-05-15 13F IHT Wealth Management, LLC 78.058 1,18 11.392 6,10
2026-04-15 13F Activest Wealth Management 728 0,00 106 4,95
2026-04-17 13F Signal Advisors Wealth, LLC 5.201 -19,29 759 -15,40
2026-05-07 13F First National Trust Co 3.302 -2,91 482 1,69
2026-05-19 13F Financial Insights, Inc. 1.714 0,00 250 5,04
2026-04-23 13F Interchange Capital Partners, LLC 5.522 -2,32 749 -4,71
2026-04-23 13F Greenhouse Wealth Management, LLC 6.510 0,26 950 5,20
2026-05-14 13F Level Four Advisory Services, Llc 7.489 -6,41 1.093 -1,80
2026-02-17 13F Glenmede Trust Co Na 5.772 3,16 803 5,80
2026-05-11 13F TD Capital Management LLC 869 0,58 127 5,00
2026-05-14 13F Aries Wealth Management 49.715 -2,08 7.255 2,69
2026-04-21 13F Pflug Koory, LLC 185 0,00 27 4,00
2026-05-04 13F John A. Wolfe & Associates, Inc. 1.240 181
2026-04-21 13F OneAscent Financial Services LLC 5.050 737
2026-02-17 13F Snowden Capital Advisors LLC 24.635 11,80 3.428 11,12
2026-02-13 13F Pine Valley Investments Ltd Liability Co 3.018 0,07 420 -0,71
2026-04-15 13F Fifth Third Securities, Inc. 7.980 -8,49 1.165 -4,04
2026-04-06 13F Rosenberg Matthew Hamilton 278 0,00 41 5,26
2026-05-13 13F Cetera Investment Advisers 742.602 -7,16 108.375 -2,64
2026-05-01 13F Sawgrass Asset Management Llc 3.286 -1,91 480 2,79
2026-05-08 13F Pnc Financial Services Group, Inc. 460.743 -4,72 67.241 -0,08
2026-04-20 13F Brandywine Oak Private Wealth Llc 1.789 -2,72 261 2,35
2026-04-29 13F Rocky Mountain Advisers, Llc 4.460 0,00 651 4,84
2026-04-30 13F Manning & Napier Advisors Llc 890 0,00 130 4,03
2026-01-26 13F Icapital Wealth Llc 0 -100,00 0
2026-02-03 13F Broadwater Capital Management Llc 28 0,00 4 0,00
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 23.595 -37,96 3.443 -34,94
2026-05-14 13F Hilltop Holdings Inc. 5.469 -24,68 798 -20,99
2026-04-16 13F Baugh & Associates, LLC 1.900 0,00 277 4,92
2026-04-27 13F PFG Investments, LLC 24.762 15,07 3.614 20,67
2026-05-12 13F Entrust Financial Llc 2.183 0,05 319 4,95
2026-04-28 13F WESPAC Advisors, LLC 17.264 20,37 2.520 26,27
2026-04-10 13F Pure Financial Advisors, Inc. 1.820 266
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-05-12 13F TD Waterhouse Canada Inc. 87.295 140,87 12.691 151,76
2026-05-15 13F Walsh & Associates, LLC 23 0,00 3 0,00
2026-04-01 13F Signature Wealth Management Group 1.680 0,00 245 5,15
2026-05-14 13F Twin Focus Capital Partners, Llc 21.345 0,00 3.115 4,88
2026-04-13 13F Garrett Investment Advisors LLC 2.319 -8,52 338 -3,98
2026-02-17 13F Main Street Financial Solutions, LLC 1.694 -31,36 236 -31,88
2026-05-13 13F GKV Capital Management Co., Inc. 1.000 136
2026-04-20 13F Joel Adams & Associates, Inc. 4.417 19,51 645 25,29
2026-05-14 13F Peak Asset Management, LLC 14.710 -0,35 2.147 4,48
2026-05-15 13F Ancora Advisors, LLC 10.609 0,34 1.548 5,23
2026-05-04 13F N.E.W. Advisory Services LLC 6.245 5,12 911 10,29
2026-05-14 13F RMG Wealth Management LLC 100 15
2026-04-24 13F Root Financial Partners, LLC 1.137 1,25 166 5,77
2026-05-15 13F/A Independent Financial Group, Llc 15.539 -0,79 2.268 4,04
2026-04-23 13F American National Bank 2.011 -6,94 293 -2,33
2026-05-12 13F Klingenstein Fields & Co Lp 4.115 0,00 601 4,90
2026-04-02 13F Aspect Partners, LLC 11.033 0,30 1.610 5,23
2026-05-18 13F Arkadios Wealth Advisors 42.854 -2,10 6.254 2,68
2026-05-14 13F Retiremitten Financial Llc 10 1
2026-05-14 13F Hrt Financial Lp 5.585 1
2026-05-06 13F Kitching Partners, Llc 65.205 6,74 9.516 11,95
2026-05-08 13F Stonebridge Financial Planning Group, LLC 9.323 -2,55 1.361 2,18
2026-04-17 13F 55 North Private Wealth, LLC 1.786 0,17 261 4,84
2026-04-30 13F Kestra Advisory Services, LLC 253.134 15,22 36.942 20,83
2026-05-04 13F Avantax Planning Partners, Inc. 10.112 -1,62 1.476 3,15
2026-05-13 13F Transcend Wealth Collective, Llc 14.500 0,00 2.116 4,91
2026-04-24 13F WHI TRUST Co LLC 371 0,00 54 5,88
2026-05-15 13F MidFirst Bank 6.978 -25,25 1.018 -21,63
2026-05-15 13F Jones Financial Companies Lllp 486.196 6,36 70.255 10,44
2026-05-12 13F Richardson Capital Management LLC 34 0,00 5 0,00
2026-01-22 13F O'Brien Wealth Partners LLC 7.133 0,56 993 -0,10
2026-05-06 13F Oxford Financial Group Ltd 1.300 0,00 190 5,00
2026-04-16 13F Freedom Financial Partners LLC 8.254 -6,66 1.205 -2,03
2026-05-05 13F Plante Moran Financial Advisors, LLC 3.043 7,49 444 12,98
2026-05-15 13F Equitable Holdings, Inc. 144.431 7,77 20.110 7,82
2026-04-13 13F Compass Ion Advisors, LLC 7.462 0,43 1.089 5,32
2026-05-14 13F Cwm, Llc 58.470 -15,22 8.533 94.711,11
2026-04-24 13F Palouse Capital Management, Inc. 257 -40,78 38 -38,33
2026-04-30 13F BRYN MAWR TRUST Co 13.499 0,00 1.970 4,90
2026-05-01 13F Midwest Trust Co 111.237 -2,02 16.234 2,75
2026-05-04 13F LJI Wealth Management, LLC 2.687 -26,80 392 -23,14
2026-05-14 13F Institute for Wealth Management, LLC. 2.109 0,00 308 4,78
2026-04-13 13F IFP Advisors, Inc 6.175 -1,53 901 3,33
2026-04-02 13F Horizons Wealth Management 850 0,00 124 5,08
2026-04-15 13F Perkins Coie Trust Co 225 0,00 33 3,23
2026-04-27 13F TCI Wealth Advisors, Inc. 1.434 209
2026-05-14 13F Van Hulzen Asset Management, LLC 2.079 -4,19 303 0,33
2026-04-09 13F Everhart Financial Group, Inc. 4.588 0,00 670 4,86
2026-05-27 13F Alpha Capital Advisors Inc /adv 3.921 -8,79 572 -7,74
2026-04-20 13F Tower View Investment Management & Research LLC 216 0,47 32 6,90
2026-04-20 13F Eagle Strategies LLC 15.060 2,97 2.198 7,96
2026-05-12 13F Ellis Investment Partners, LLC 4.021 -2,19 587 2,45
2026-05-12 13F CBIZ Investment Advisory Services, LLC 2.600 0,00 379 4,99
2026-05-11 13F Commerce Bank 23.636 691,03 3.449 731,08
2026-05-05 13F Atria Investments Llc 12.885 7,65 1.880 12,91
2026-05-14 13F Beaird Harris Wealth Management, LLC 2.312 -17,34 337 -13,37
2026-04-21 13F Wealth Effects Llc 1.510 0,00 220 4,76
2026-05-15 13F CI Private Wealth, LLC 74.385 -25,53 10.418 -25,12
2026-05-06 13F Morling Financial Advisors, LLC 353 0,00 52 4,08
2026-05-15 13F Atalanta Sosnoff Capital, Llc 9.823 15,74 1.434 21,34
2026-05-15 13F Bank Of America Corp /de/ 7.319.410 0,51 1.068.195 5,40
2026-04-07 13F Hoffman, Alan N Investment Management 2.471 0,00 361 4,96
2026-04-17 13F Certified Advisory Corp 4.349 -2,45 635 2,26
2026-05-01 13F Associated Banc-corp 106.752 -1,95 15.579 2,82
2026-05-06 13F 71 West Capital Partners 4.536 0,00 662 4,75
2026-04-06 13F Versant Capital Management, Inc 2.057 0,00 300 4,90
2026-05-11 13F Chilton Capital Management Llc 12 0,00 2 0,00
2026-05-14 13F CIBC World Markets Inc. 85.753 -17,31 12.515 -13,28
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 1.400 0,00 204 5,15
2026-04-30 13F Millstone Evans Group, LLC 102 0,00 15 0,00
2026-05-08 13F King Luther Capital Management Corp 239 4,85
2026-05-12 13F WCG Wealth Advisors LLC 13.162 15,34 1.921 20,98
2026-01-12 13F Lanham O'Dell & Company, Inc. 217.246 9,19 30.232 8,49
2026-04-15 13F Curbstone Financial Management Corp 7.150 0,00 1.043 4,93
2026-05-12 13F Wood Tarver Financial Group, LLC 4.134 -2,36 1
2026-05-15 13F 10Elms LLP 105 15
2026-05-15 13F Osbon Capital Management Llc 1.000 146
2026-05-11 13F Per Stirling Capital Management, LLC. 0 -100,00 0
2026-04-24 13F Charter Oak Capital Management, LLC 1.516 0,00 221 5,24
2026-05-04 13F Envestnet Asset Management Inc 1.103.411 2,21 161.032 7,19
2026-05-15 13F Blue Chip Partners, Inc. 1.381 202
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 13.520 0,30 1.973 5,23
2026-05-01 13F Pittenger & Anderson Inc 2.136 3,89 312 8,74
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 28.178 -0,06 4.112 4,82
2026-04-07 13F Blueline Advisors Llc 648 -2,26 95 2,17
2026-04-22 13F Parcion Private Wealth LLC 13.989 0,19 2.042 5,04
2026-05-01 13F Climber Capital SA 27.747 -40,38 3.872 -38,56
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 9.139 2,47 1.334 7,41
2026-04-13 13F Market Street Wealth Management Advisors Llc 4.093 -0,80 597 4,01
2026-05-12 13F Tiaa Trust, National Association 418 -97,17 61 -97,03
2026-04-29 13F Axxcess Wealth Management, Llc 16.879 39,98 2.463 46,78
2026-04-21 13F Meridian Financial, LLC 25.118 -4,41 3.666 0,25
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-23 13F Harbor Investment Advisory, Llc 765 17,69 112 23,33
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 51.569 -2,75 7.526 1,99
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-04-13 13F Ullmann Financial Group, Inc. 3.687 0,00 538 6,53
2026-04-27 13F Western Reserve Capital Management, LLC 1.868 5,96 273 11,02
2026-05-04 13F Prudent Man Investment Management, Inc. 63 0,00 9 0,00
2026-05-12 13F Disciplined Investments, LLC 4.654 0,00 679 4,95
2026-05-14 13F Bernard Wealth Management Corp. 294 -57,64 43 -56,25
2026-05-12 13F Bnp Paribas Arbitrage, Sa 100.874 -33,16 14.722 -29,90
2026-04-24 13F Essex Financial Services, Inc. 39.922 -0,73 5.826 4,11
2026-05-01 13F Bensler, LLC 1.495 0,47 218 5,31
2026-05-04 13F Mml Investors Services, Llc 351.909 -13,48 51.358 -9,26
2026-05-13 13F Natixis Advisors, L.p. 15.340 6,30 2 0,00
2026-04-27 13F Tennessee Valley Asset Management Partners 2.591 0,00 378 5,00
2026-05-12 13F Rsm Us Wealth Management Llc 20.213 -1,46 2.950 2,61
2026-04-28 13F Ntv Asset Management Llc 2.659 -5,88 388 -1,27
2026-05-13 13F First Citizens Bank & Trust Co 2.297 -22,06 335 -18,29
2026-04-17 13F AdvisorNet Financial, Inc 2.820 4,14 412 9,31
2026-05-13 13F Franklin Resources Inc 50.788 -2,36 7.412 2,40
2026-05-14 13F Venture Visionary Partners LLC 1.679 -5,62 245 -0,81
2026-05-15 13F Mercer Global Advisors Inc /adv 130.628 18,18 19.064 23,52
2026-02-17 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 8.162 -3,18 1.191 1,53
2026-05-11 13F VeraBank, N.A. 9.900 0,00 1.445 4,87
2026-05-11 13F Hall Capital Management Co Inc 1.900 0,00 285 7,95
2026-01-30 13F BancorpSouth Bank 13.187 16,70 1.835 15,99
2026-04-22 13F Princeton Global Asset Management LLC 3.389 -30,65 495 -27,35
2026-05-12 13F Benjamin Edwards Inc 195.067 0,57 28.470 5,48
2026-05-15 13F Evelyn Partners Asset Management Ltd 5.204 0,00 759 4,83
2026-04-15 13F Wolff Financial Management Llc 259.984 2,29 37.942 7,27
2026-05-01 13F Rossmore Private Capital 4.745 0,00 692 4,85
2026-05-08 13F Addison Advisors LLC 250 0,00 36 5,88
2026-04-29 13F Nilsine Partners, LLC 1.371 203
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 1.589 5,58 232 10,53
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 929 0,00 136 4,65
2026-04-09 13F Secure Asset Management, LLC 3.132 -0,13 457 4,82
2026-04-21 13F Financial Planning Hawaii, Inc. 24.865 -0,83 3.629 3,98
2026-05-08 13F Jackson Hole Capital Partners, LLC 2.129 0,00 311 4,73
2026-04-29 13F IAG Wealth Partners, LLC 815 0,00 119 4,42
2026-04-17 13F Charter Trust Co 10.055 -0,21 1.467 4,64
2026-05-13 13F Cove Private Wealth, LLC 13.415 71,59 1.958 80,04
2026-05-13 13F BlackRock, Inc. 32.047 5,43 4.677 10,54
2026-05-13 13F Caitlin John, LLC 1 0,00 0
2026-04-21 13F PDS Planning, Inc 15.241 0,01 2.224 4,91
2026-05-05 13F Sandy Cove Advisors, LLC 5.191 -0,08 758 4,85
2026-05-07 13F Rice Partnership, LLC 894 -25,75 130 -22,16
2026-05-08 13F Mathes Company, Inc. 7.740 0,00 1 0,00
2026-05-15 13F Intesa Sanpaolo Wealth Management 100 0,00 15 7,69
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 0 -100,00 0
2026-04-30 13F Stegner Investment Associates Inc. 0 -100,00 0
2026-05-13 13F Mariner, LLC 304.381 38,90 44.421 45,67
2026-04-09 13F Butensky & Cohen Financial Security, Inc 9.514 0,70 1.388 5,63
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-15 13F Headinvest, Llc 2.905 0,00 424 4,70
2026-04-30 13F Indivisible Partners 6.212 0,23 907 5,10
2026-05-14 13F Chancellor Financial Group WB LP 1.657 3,11 242 8,07
2026-05-15 13F Morgan Stanley 4.849.841 0,19 707.786 5,07
2026-04-16 13F Ellsworth Advisors, LLC 2.012 0,60 294 0,00
2026-04-14 13F Precedent Wealth Partners, Llc 63.587 -11,36 9.280 -7,04
2026-04-16 13F Smith, Salley & Associates 1.717 0,00 251 5,04
2026-04-22 13F Spirepoint Private Client, Llc 1.645 -4,19 240 0,84
2026-04-07 13F Central Pacific Bank - Trust Division 18 0,00 3 0,00
2026-04-13 13F Creative Financial Designs Inc /adv 178 0,00 26 4,17
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.835 0,16 268 5,12
2026-04-14 13F Palisade Asset Management, LLC 9.418 -0,72 1.374 4,09
2026-05-14 13F Empower Advisory Group, LLC 2.125 -1,44 310 3,33
2026-04-16 13F Koenig Investment Advisory, LLC 51.269 4,37 7.482 -1,76
2026-04-24 13F United Community Bank 1.250 -10,27 182 -5,70
2026-05-08 13F Arthur M. Cohen & Associates, Llc 2.895 0,87 422 5,76
2026-04-08 13F Canandaigua National Corp 25.413 3.709
2026-05-11 13F HBK Sorce Advisory LLC 4.033 0,20 597 -3,40
2026-05-14 13F Evoke Wealth, Llc 6.579 0,00 960 4,92
2026-05-11 13F Savvy Advisors, Inc. 20.166 6,13 2.943 11,31
2026-05-15 13F Evergreen Wealth Solutions, LLC 16.931 664,03 2.471 701,95
2026-01-12 13F AllSquare Wealth Management LLC 175 0,00 25 4,35
2026-04-27 13F Revisor Wealth Management LLC 2.740 0,00 400 -0,75
2026-04-22 13F Matrix Asset Advisors Inc/ny 3.782 0,05 552 4,94
2026-05-28 13F Blue Fin Capital, Inc. 8.580 -0,23 1.252 4,68
2026-04-23 13F Scissortail Wealth Management, LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-01 13F Welch & Forbes Llc 22.079 0,00 3.222 4,88
2026-04-22 13F Investment Advisory Group, LLC 4.460 0,00 651 4,84
2026-04-22 13F Quintet Private Bank (Europe) S.A. 63 0,00 9 12,50
2026-05-15 13F Vestmark Advisory Solutions, Inc. 34.279 0,19 5.003 5,06
2026-02-06 13F Global Retirement Partners, LLC 15.154 -18,72 2.109 -19,26
2026-04-13 13F LexAurum Advisors, LLC 4.657 0,19 680 4,46
2026-04-21 13F Wallace Advisory Group, LLC 1.753 0,23 256 4,94
2026-05-05 13F Leo Wealth, LLC 2.190 0,60 320 5,63
2026-05-21 13F Raab & Moskowitz Asset Management LLC 7.933 0,09 1.158 4,99
2026-02-09 13F LongView Asset Management LLC 1.451 0,00 202 -0,99
2026-05-12 13F Atlantic Union Bankshares Corp 770 0,00 112 4,67
2026-05-21 13F Essential Partners LLC 0 -100,00 0 -100,00
2026-04-14 13F Nbc Securities, Inc. 2.423 0,62 354 5,37
2026-04-21 13F TigerOak Management, L.L.C. 124.028 -0,28 18.101 4,58
2026-04-29 13F Penobscot Investment Management Company, Inc. 1.787 0,11 261 4,84
2026-04-22 13F RMR Wealth Builders 6.827 0,26 996 5,17
2026-04-20 13F Sowell Financial Services LLC 2.762 -15,82 403 -11,62
2026-04-24 13F Lynx Investment Advisory 2.780 406
2026-04-29 13F Montag A & Associates Inc 18.777 1,62 2.740 6,57
2026-02-05 13F Center for Financial Planning, Inc. 1.603 0,00 223 -0,45
2026-04-09 13F Central Valley Advisors, Llc 4.060 592
2026-04-30 13F LRI Investments, LLC 3.743 0,00 546 5,00
2026-01-14 13F Clarius Group, LLC 2.509 0,00 349 -0,57
2026-05-12 13F Luken Investment Analytics, LLC 1.287 0,00 188 4,47
2026-05-13 13F Argent Trust Co 19.871 0,00 2.900 4,85
2026-04-27 13F HB Wealth Management, LLC 89.123 -0,19 13.007 4,67
2026-05-15 13F Intelligence Driven Advisers, LLC 2.297 0,57 335 5,68
2026-04-22 13F M3 Advisory Group, LLC 3.696 1,32 539 6,31
2026-04-10 13F Sar Wealth Management Group, Llc 96.139 0,27 14.030 5,15
2026-06-01 13F Caerus Investment Advisors, LLC 1.600 0,00 234 4,95
2026-04-09 13F Thrive Wealth Management, LLC 1.885 0,16 275 5,36
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-05-12 13F Stokes Family Office, LLC 1.490 0,00 217 4,83
2026-05-06 13F Hallmark Capital Management Inc 25.335 -9,81 3.697 -5,40
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 475 0,00 71 6,06
2026-02-18 13F Financial Advisory Service, Inc. 4.011 0,05 558 -0,53
2026-04-17 13F Boston Private Wealth Llc 10.015 -1,26 1.462 3,54
2026-04-22 13F Wetzel Investment Advisors, Inc. 1.712 -24,48 250 -20,95
2026-05-11 13F Financial Perspectives, Inc 406 0,74 59 5,36
2026-04-17 13F Kentucky Trust Co 6.675 -4,71 974 0,00
2026-05-15 13F Cresset Asset Management, LLC 42.828 -12,70 6.250 -8,44
2026-05-08 13F Hardworking Capital Advisors, LLC 11.064 0,02 1.615 4,87
2026-02-03 13F Alpha Cubed Investments, LLC 6.583 -8,15 916 -8,67
2026-04-08 13F Warner Financial, Inc 9.156 0,00 1.336 133.500,00
2026-05-08 13F LaSalle St. Investment Advisors, LLC 5.938 -0,95 867
2026-05-06 13F Wall Street Financial Group, Inc. 255 37
2026-05-04 13F WJ Financial Advisors LLC 2.094 0,00 306 4,81
2026-02-10 13F Sequent Asset Management, LLC 1.570 0,00 218 -0,46
2026-05-13 13F Strategic Financial Concepts, LLC 1.698 10,40 248 15,42
2026-04-17 13F Webster Bank, N. A. 1.750 -6,91 255 -2,30
2026-05-08 13F M1 Capital Management LLC 3.263 0,18 476 5,08
2026-02-02 13F Integrity Wealth Solutions LLC 0 -100,00 0
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 507 0,00 74 5,71
2026-05-13 13F PKS Advisory Services, LLC 18.961 0,75 2.768 5,69
2026-05-14 13F HighPoint Advisor Group LLC 26.885 10,28 3.924 15,65
2026-04-13 13F GoalVest Advisory LLC 685 0,00 100 4,21
2026-04-28 13F Whittier Trust Co 32.531 -11,62 4.759 -9,13
2026-01-23 13F McCarthy & Cox 1.652 -37,80 230 -38,27
2026-05-13 13F O'shaughnessy Asset Management, Llc 22.857 1,48 3.336 6,41
2026-04-14 13F BSW Wealth Partners 3.273 -4,85 478 -0,21
2026-04-15 13F Fortitude Family Office, LLC 3.155 0,00 460 4,78
2026-04-29 13F Addison Capital Co 6.770 90,76 988 100,20
2026-05-15 13F Weaver Consulting Group 8.691 -0,67 1.268 4,19
2026-04-14 13F Shrier Wealth Management, Llc 41.228 13,93 6.017 19,48
2026-04-28 13F Robertson Stephens Wealth Management, LLC 4.151 -1,40 606 3,42
2026-05-11 13F BankPlus Trust Department 765 0,00 112 4,72
2026-05-07 13F AlTi Global, Inc. 8.002 0,00 1.168 4,85
2026-04-22 13F TruNorth Capital Management, LLC 3.759 0,00 549 4,78
2026-05-13 13F Keystone Financial Group 5.026 0,06 734 5,01
2026-05-15 13F Glen Eagle Advisors, LLC 5.391 -2,60 787 2,08
2026-04-28 13F Lansing Street Advisors 8.723 -3,41 1.273 1,35
2026-05-13 13F Brinker Capital Investments, LLC 150.882 -15,64 22.020 -11,53
2026-04-10 13F Novem Group 29.012 0,05 4.234 4,91
2026-05-18 13F Systematic Alpha Investments, LLC 4.800 0,00 701 4,95
2026-05-15 13F Aqr Capital Management Llc 40.049 54,89 5.845 62,42
2026-06-01 13F Flagship Wealth Advisors, Llc 28 -86,21 4 -89,29
2026-05-14 13F VestGen Advisors, LLC 21.005 499,80 3.107 537,99
2026-02-13 13F Capula Management Ltd 0 -100,00 0
2026-05-01 13F Gables Capital Management Inc. 215 0,00 31 6,90
2026-05-08 13F Campbell Deegan Wealth Management, LLC 1.406 205
2026-05-12 13F Beck Mack & Oliver Llc 2.483 0,00 362 4,93
2026-05-13 13F Freestone Capital Holdings, LLC 25.058 0,59 3.657 5,48
2026-04-15 13F Norden Group Llc 6.675 0,00 974 4,96
2026-05-08 13F Vanguard National Trust Co 11.646 1.700
2026-05-05 13F Coquina Private Wealth LLC 0 -100,00 0
2026-05-14 13F Baird Financial Group, Inc. 255.207 4,31 37.245 9,39
2026-02-09 13F Hantz Financial Services, Inc. 0 -100,00 0
2026-04-24 13F Seamount Financial Group Inc 7.800 1,18 1.138 6,16
2026-04-30 13F Selective Wealth Management, Inc. 3.405 -4,08 503 -3,46
2026-05-14 13F Northern Oak Wealth Management Inc 31.089 -2,71 4.537 2,05
2026-05-11 13F Aptus Capital Advisors, LLC 14.766 10,75 2.155 16,12
2026-04-21 13F Mayport, Llc 3.100 40,91 452 47,71
2026-04-28 13F Appleton Partners Inc/ma 4.715 -19,54 1
2026-04-07 13F Eastern Bank 382 0,00 56 3,77
2026-04-27 13F Capital Advisors Inc/ok 9.188 -1,28 1.341 3,47
2026-04-02 13F Noble Wealth Management PBC 241 0,00 35 6,06
2026-04-22 13F Ticino Wealth 4.179 -3,42 611 1,33
2026-04-24 13F Berkeley, Inc 4.434 0,05 647 5,03
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-16 13F Diversified Trust Co 7.541 -0,40 1.101 4,46
2026-05-07 13F Hopwood Financial Services, Inc. 1.400 204
2026-05-13 13F Mpwm Advisory Solutions, Llc 108 0,93 16 7,14
2026-05-06 13F Aire Advisors, Llc 2.600 0,00 379 4,99
2026-05-04 13F Calamos Wealth Management LLC 7.250 1,40 1.058 6,44
2026-05-13 13F LM Advisors LLC 303 4,84 2 0,00
2026-04-22 13F Coastal Investment Advisors, Inc. 2.681 -11,52 391 -7,13
2026-05-15 13F Legend Capital Advisors LLC 10.114 0,00 1.476 4,90
2026-04-23 13F Mayflower Financial Advisors, LLC 3.771 -1,28 550 3,58
2026-05-08 13F Bokf, Na 107.806 5,61 15.733 10,76
2026-05-11 13F Foundations Investment Advisors, LLC 1.823 13,09 266 18,75
2026-04-15 13F Oak Asset Management, LLC 2.425 0,00 354 4,75
2026-05-15 13F Cerity Partners LLC 99.605 6,20 14.538 11,39
2026-01-29 13F Comerica Bank 114.551 -2,04 15.941 -2,66
2026-04-28 13F Golden State Equity Partners 2.045 298
2026-04-22 13F LifeSteps Financial, Inc. 30.836 6,14 4.500 11,33
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-04-23 13F Drucker Wealth 3.0, LLC 12.111 -1,94 1.767 2,85
2026-04-28 13F Flagship Harbor Advisors, Llc 36.556 -5,06 5.335 -0,45
2026-05-15 13F Fmr Llc 127.412 7,94 18.594 13,19
2026-05-08 13F Private Management Group Inc 3.203 0,00 467 4,94
2026-04-28 13F Southern Michigan Bank & Trust 17.282 2.522
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 514.315 7,85 75.076 13,09
2026-05-06 13F Clifford Swan Investment Counsel Llc 1.948 -8,76 284 -4,38
2026-05-15 13F Principal Street Partners, LLC 18.247 0,60 2.663 5,47
2026-05-04 13F Westside Investment Management, Inc. 38.557 2,80 5.627 7,82
2026-04-29 13F Capstone Wealth Management Group, Llc 10.472 -41,72 1.528 -38,88
2026-04-30 13F KLCM Advisors, Inc. 1.559 0,00 228 5,09
2026-05-04 13F Fell Capital Management /adv 26.612 10,76 3.884 16,15
2026-04-16 13F Uhlmann Price Securities, Llc 4.288 0,09 626 4,87
2026-05-07 13F MidAtlantic Capital Management, Inc. 2.274 0,00 332 4,75
2026-05-15 13F Keating Financial Advisory Services, Inc. 4.688 -9,95 684 -5,52
2026-05-01 13F Fifth Third Bancorp 115.078 1.558,66 16.794 1.640,31
2026-04-20 13F YANKCOM Partnership 2.442 -10,06 356 -5,57
2026-04-22 13F Semitam Bonam Llc 6.090 0,00 889 4,84
2026-04-29 13F Strategic Blueprint, LLC 4.531 -4,83 661 -0,15
2026-05-12 13F Moneta Group Investment Advisors Llc 280.481 -1,30 40.933 3,52
2026-05-14 13F O'ROURKE & COMPANY, Inc 2.843 -21,85 415 -18,18
2026-05-12 13F Creative Planning 439.196 -0,67 64.096 4,17
2026-04-09 13F DHJJ Financial Advisors, Ltd. 3.030 9,82 442 15,40
2026-02-06 13F GPS Wealth Strategies Group, LLC 69 -96,16 10 -96,41
2026-05-14 13F Nicolet Bankshares Inc 4.855 82,86 708 91,87
2026-04-07 13F Martin Capital Partners, LLC 4.196 -37,12 1
2026-01-16 13F Oldfather Financial Services, LLC 2.007 -2,43 279 -3,12
2026-05-06 13F LPL Financial LLC 2.998.124 -1,02 437.546 3,80
2026-05-07 13F Principle Wealth Partners Llc 20.942 -1,69 3.056 3,10
2026-04-22 13F Janney Montgomery Scott LLC 572.599 -5,38 84 -1,19
2026-05-05 13F Capital Investment Advisory Services, LLC 2.434 -3,14 355 1,72
2026-04-08 13F Stonebridge Financial Group, LLC 2.915 0,00 425 4,94
2026-04-28 13F Strata Wealth Advisors, LLC 1.600 0,00 234 4,95
2026-04-27 13F Tanglewood Legacy Advisors, LLC 741 -61,82 108 -60,00
2026-05-08 13F Zions Bancorporation, National Association /ut/ 732 0,00 107 4,95
2026-05-18 13F Centaurus Financial, Inc. 3.962 -62,10 1 -100,00
2026-04-27 13F HTG Investment Advisors, Inc. 1.970 0,00 288 4,74
2026-04-28 13F Quent Capital, LLC 812 0,00 119 5,36
2026-05-13 13F Scotia Capital Inc. 150.559 -0,48 21.973 4,39
2026-05-04 13F Sigma Planning Corp 9.882 3,26 1.442 8,34
2026-05-11 13F Options Solutions, Llc 1.470 0,00 215 4,90
2026-04-27 13F GDS Wealth Management 1.753 0,00 256 4,94
2026-05-13 13F Ubs Asset Management Americas Inc 7.392 1.528,19 1.079 1.611,11
2026-05-06 13F ProVise Management Group, LLC 13.826 -36,65 2.018 -33,59
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 545 0,00 80 5,33
2026-04-15 13F Sage Capital Management, LLC 23.726 0,53 3.464 5,45
2026-04-21 13F Tritonpoint Wealth, Llc 1.551 0,00 226 5,12
2026-05-15 13F Perennial Investment Advisors, LLC 43.976 4,17 6.418 9,26
2026-02-13 13F Colony Group, LLC 132.157 44,47 18.393 43,57
2026-04-20 13F KFA Private Wealth Group, LLC 2.528 25,90 369 32,26
2026-05-12 13F One Capital Management, LLC 5.086 -0,86 742 4,07
2026-04-23 13F Oppenheimer & Co Inc 64.817 3,31 9.459 8,35
2026-05-08 13F Buck Wealth Strategies, LLC 4.420 -36,03 645 -32,88
2026-04-22 13F Spire Wealth Management 14.038 -0,38 2.049 4,44
2026-04-23 13F Forum Financial Management, LP 6.724 -5,97 981 -1,41
2026-05-05 13F truNorth Financial Services, Inc. 15.418 2,38 2.250 7,40
2026-04-28 13F Atticus Wealth Management, Llc 5.185 0,00 757 4,85
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 39.092 -0,71 5.705 1,13
2026-05-11 13F Great Valley Advisor Group, Inc. 26.224 110,82 3.827 121,21
2026-01-16 13F Trust Co Of Vermont 10.830 0,74 1.507 0,13
2026-04-28 13F Kingswood Wealth Advisors, Llc 42.626 0,83 6.221 5,73
2026-04-23 13F Premier Path Wealth Partners, LLC 0 -100,00 0 -100,00
2026-05-01 13F Stony Point Wealth Management Inc. 1.657 0,61 242 5,24
2026-05-13 13F/A Quadrant Capital Group Llc 1.620 0,00 236 4,89
2026-05-28 13F Cozad Asset Management Inc 15.213 -2,97 2.220 1,79
2026-04-13 13F Mather Group, Llc. 6.986 20,12 1.020 25,96
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-05-15 13F Vertex Planning Partners, LLC 2.505 0,00 366 4,89
2026-04-03 13F Coastline Trust Co 8.859 0,00 1.293 4,87
2026-04-23 13F Intrua Financial, LLC 5.970 -8,63 871 -4,18
2026-04-09 13F Shulman DeMeo Asset Management LLC 43.032 -0,61 6.280 4,23
2026-04-29 13F Harbour Capital Advisors, LLC 17.365 -2,20 2.556 2,82
2026-05-04 13F Glassman Wealth Services 6.003 -3,10 876 1,62
2026-04-07 13F Park Avenue Securities Llc 27.084 57,40 4 50,00
2026-04-14 13F American State Bank (Iowa) 7.690 0,00 1.122 4,86
2026-04-20 13F Fiduciary Alliance LLC 2.013 -1,37 295 3,87
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-24 13F Wealth Care LLC 6.858 1.001
2026-05-13 13F Ameritas Investment Partners, Inc. 19.998 -4,23 2.918 0,45
2026-04-16 13F Financial Management Network Inc 7.474 -5,50 1.111 0,36
2026-05-29 13F Keel Point, LLC 2.515 0,08 367 5,16
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-21 13F Capital Investment Counsel, Inc 370 0,00 54 3,92
2026-05-15 13F RMB Capital Management, LLC 6.555 -6,88 957 -2,35
2026-05-15 13F Ascent Group, LLC 13.109 0,00 1.913 4,88
2026-04-28 13F Integrated Advisors Network LLC 12.447 -12,21 1.817 -7,96
2026-04-29 13F Hughes Financial Services, LLC 745 0,00 109 4,85
2026-04-20 13F Emprise Bank 3.474 0,00 507 4,76
2026-05-15 13F Peapack Gladstone Financial Corp 52.469 0,23 8 0,00
2026-04-28 13F Bogart Wealth, LLC 370 54
2026-05-14 13F Ieq Capital, Llc 50.894 0,69 7.427 5,60
2026-04-21 13F Creekside Partners 3.126 0,32 456 5,31
2026-02-13 13F Integrity Financial Corp /WA 0 -100,00 0
2026-05-15 13F Summit Financial, LLC 16.675 6,59 2.434 11,81
2026-05-01 13F Kraft, Davis & Associates, LLC 1.526 0,00 229 3,64
2026-04-22 13F Horizon Bancorp Inc /in/ 1.286 0,00 0
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-05-26 13F Serenity Investment Advisors 5.860 -19,27 879 -15,33
2026-04-30 13F Equitable Trust Co 3.078 0,00 449 4,91
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-04-27 13F Mount Yale Investment Advisors, LLC 42.688 35,03 6.230 41,60
2026-05-05 13F Beaumont Financial Advisors, LLC 4.486 -1,67 655 3,15
2026-05-14 13F Jacobi Capital Management LLC 3.804 -1,01 555 3,93
2026-05-15 13F Evelyn Partners Investment Management LLP 250 0,00 36 5,88
2026-05-12 13F Jane Street Group, Llc Call 3.200 467
2026-04-20 13F LS Investment Advisors, LLC 3.705 -3,89 541 0,75
2026-04-22 13F Caldwell Trust Co 1.974 -1,05 288 3,97
2026-04-24 13F Bayban 158 0,00 23 9,52
2026-05-15 13F Ameriflex Group, Inc. 275 0,00 40 5,26
2026-05-05 13F Investment Partners, Ltd. 15.509 0,00 2.263 4,87
2026-05-15 13F Gateway Wealth Partners, LLC 3.280 102,47 479 112,44
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-04-29 13F Childress Capital Advisors, Llc 4.491 17,41 655 23,12
2026-05-12 13F Ballast Advisors Llc 1.271 0,00 0 -100,00
2026-05-13 13F/A Jpmorgan Chase & Co 1.399.408 -1,77 202.215 1,99
2026-04-08 13F Gainplan LLC 2.139 0,00 312 5,05
2026-04-24 13F Syntax Research, Inc. 250 0,00 36 5,88
2026-04-10 13F Financial Partners Group, Inc 2.753 16,70 402 14,57
2026-04-15 13F Retirement Investment Advisors, Inc. 15.499 0,25 2.157 0,28
2026-04-20 13F Godsey & Gibb Associates 1.838 3,96 268 8,94
2026-04-29 13F Cambridge Capital Management, Llc 5.036 -1,60 735 3,09
2026-04-17 13F United Advisor Group, LLC 2.324 0,00 339 4,95
2026-04-16 13F GEN Financial Management, INC. 6.163 0,00 899 4,90
2026-04-14 13F Plancorp, LLC 1.975 0,61 291 6,23
2026-05-21 13F JDM Financial Group LLC 372 0,00 54 5,88
2026-04-16 13F Future Financial Wealth Managment LLC 1.600 0,00 235 0,86
2026-05-07 13F Pacific Sun Financial Corp 8.993 -1,05 1.312 3,80
2026-04-22 13F Bay Capital Advisors, LLC 2.372 -3,81 346 0,87
2026-04-14 13F Patriot Investment Management Inc. 7.938 0,01 1.159 4,89
2026-04-22 13F Churchill Financial Advisors, LLC 9.948 -4,60 1.452 0,00
2026-05-15 13F Pin Oak Investment Advisors Inc 35 0,00 0
2026-04-22 13F Chemung Canal Trust Co 2.184 0,00 319 4,95
2026-04-24 13F Reality Financial Planning Services, LLC 7.310 -4,34 1.067 0,28
2026-04-24 13F National Asset Management, Inc. 7.447 2,25 1.076 6,22
2026-05-15 13F Blueprint Investment Partners LLC 25.272 6,96 3.688 12,20
2026-04-17 13F Visionary Horizons, LLC 13.012 1.899
2026-04-13 13F Bank & Trust Co 50 0,00 7 16,67
2026-04-17 13F Fifth Third Wealth Advisors LLC 57.620 -4,76 8.409 -0,11
2026-04-23 13F Global Trust Asset Management, LLC 2.375 -18,10 347 -14,14
2026-05-06 13F Simon Quick Advisors, Llc 22.552 -2,73 3.291 2,01
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 2.042 0,10 298 5,30
2026-04-15 13F Stanich Group LLC 1.407 205
2026-05-15 13F Citadel Advisors Llc Put 15.600 77,27 2.277 85,95
2026-05-04 13F Purkiss Capital Advisors LLC 16.529 0,27 2.412 5,14
2026-05-15 13F Citadel Advisors Llc 26.007 -11,97 3.795 -7,69
2026-04-14 13F Regent Peak Wealth Advisors LLC 152.147 58,61 22.204 66,35
2026-04-29 13F Patron Partners Advisors, Llc 3.806 -3,52 555 1,28
2026-05-15 13F Citadel Advisors Llc Call 4.800 -29,41 701 -26,00
2026-04-16 13F Capstone Wealth Management Group LLC 5.820 7,18 849 12,45
2026-04-16 13F Phillips Financial Management, Llc 4.220 -13,36 616 -9,16
2026-05-07 13F Northwestern Mutual Wealth Management Co 95.803 -2,30 13.981 2,46
2026-05-12 13F Independent Advisor Alliance 14.443 422,35 2.108 448,70
2026-05-14 13F Brown Brothers Harriman & Co 39.809 6,54 5.810 11,73
2026-04-21 13F Shepherd Street Advisors LLC 2.460 0,00 359 4,97
2026-05-14 13F Gamco Investors, Inc. Et Al 2.035 0,00 297 4,59
2026-04-20 13F Longview Financial Advisors LLC 182 0,00 27 4,00
2026-05-13 13F Dynamic Wealth Strategies, LLC 807 707,00 118 800,00
2026-02-17 13F Roehl & Yi Investment Advisors, LLC 0 0
2026-05-01 13F Mutual Advisors, LLC 15.617 -5,86 2.279 -1,26
2026-05-12 13F Insigneo Advisory Services, Llc 2.448 0,25 357 5,31
2026-04-08 13F Selby Wealth Management, LLC 1.827 0,00 267 4,72
2026-04-21 13F Decision Investments, Inc 5.247 0,00 766 4,79
2026-05-15 13F Round Rock Advisors, LLC 2.808 0,00 410 4,87
2026-05-14 13F Hilton Capital Management, LLC 0 -100,00 0
2026-05-15 13F MAI Capital Management 992.290 25,33 144.815 31,44
2026-04-23 13F Ellenbecker Investment Group 15.028 0,21 2.193 5,13
2026-04-17 13F RFG Advisory, LLC 4.626 0,13 675 5,14
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-05-05 13F Newbridge Financial Services Group, Inc. 598 0,00 87 4,82
2026-04-27 13F Reynders McVeigh Capital Management, LLC 2.026 -53,07 0
2026-02-11 13F Janney Capital Management LLC 22.883 3
2026-05-08 13F United Financial Planning Group LLC 355 255,00 52 292,31
2026-04-21 13F First United Bank Trust/ 150 0,00 22 5,00
2026-05-15 13F TRUE Private Wealth Advisors 12.722 -17,98 1.857 -13,99
2026-05-04 13F Greenspring Advisors, LLC 2.310 0,00 337 4,98
2026-04-23 13F Cross Staff Investments Inc 2.496 0,00 364 4,90
2026-05-04 13F King Wealth 2.836 0,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 3.159 81,76 461 91,29
2026-04-09 13F Wedmont Private Capital 9.862 120,68 1.462 132,64
2026-05-13 13F 1620 Investment Advisors, Inc. 22 0,00 3 0,00
2025-12-09 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-24 13F Zwj Investment Counsel Inc 4.014 -5,86 586 -1,35
2026-04-29 13F Resonant Capital Advisors, LLC 2.640 66,04 385 74,21
2026-04-23 13F Lakewood Asset Management LLC 3.156 0,00 461 4,78
2026-04-27 13F Meramec Financial Planners, LLC 2.203 0,27 329 -2,38
2026-05-06 13F Hartland & Co., LLC 280.240 1,80 40.898 6,76
2026-05-07 13F Sagespring Wealth Partners, Llc 30.056 0,13 4.386 5,00
2026-04-24 13F American Institute for Advanced Investment Management, LLP 6.850 0,37 1.000 5,27
2026-05-15 13F Navis Wealth Advisors, LLC 5.904 2,82 862 7,76
2026-04-21 13F Mesirow Financial Investment Management, Inc. 110.265 21,74 16.092 27,67
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 182.040 0,05 26.567 4,92
2026-04-21 13F Old National Bancorp /in/ 5.406 0,00 789 4,79
2026-01-30 13F Caldwell Securities, Inc 650 25,00 90 25,00
2026-04-02 13F Hilltop National Bank 677 -19,60 99 -16,24
2026-04-16 13F Park National Corp /oh/ 193 28
2026-05-11 13F Sage Mountain Advisors LLC 8.985 0,00 1.311 4,88
2026-04-28 13F Indiana Trust & Investment Management CO 3.469 0,00 506 4,98
2026-05-11 13F Ashton Thomas Private Wealth, LLC 5.570 -1,35 813 3,44
2026-05-15 13F Two Sigma Securities, Llc 1.791 -44,22 261 -41,48
2026-05-07 13F MONECO Advisors, LLC 57.270 -2,51 8.358 2,24
2026-05-08 13F SHP Wealth Management 1.610 -1,41 235 3,52
2026-04-20 13F Apella Capital, LLC 3.656 17,14 545 25,35
2026-04-24 13F Stock Yards Bank & Trust Co 4.995 -3,38 729 1,25
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 106.049 1,54 15.477 6,49
2026-04-30 13F Verdence Capital Advisors LLC 9.674 3,87 1.412 8,87
2026-05-07 13F Oak Harbor Wealth Partners, Llc 1.214 0,00 177 5,36
2026-05-12 13F Garrison Point Advisors, Llc 5.559 -1,49 811 3,31
2026-04-17 13F Guyasuta Investment Advisors Inc 5.764 0,00 841 4,86
2026-05-11 13F Evermay Wealth Management Llc 352 0,00 51 6,25
2026-04-15 13F Parsons Capital Management Inc/ri 1.825 266
2026-05-06 13F Vista Capital Partners, Inc. 1.819 -9,10 265 -4,68
2026-04-16 13F Brookstone Capital Management 1.474 215
2026-04-22 13F Harbor Asset Planning, Inc. 3.993 0,58 583 5,43
2026-05-08 13F Cetera Trust Company, N.A 414 0,00 60 5,26
2026-05-14 13F PlanVest Financial, Inc 4 1
2026-05-07 13F TCTC Holdings, LLC 2.399 0,00 350 5,11
2026-04-30 13F Money Concepts Capital Corp 4.392 10,05 641 15,32
2026-05-13 13F Visionary Wealth Advisors 17.628 -0,42 2.573 4,43
2026-05-08 13F Truepoint, Inc. 3.617 -30,03 528 -26,70
2026-04-24 13F Keybank National Association/oh 7.175 -5,59 1.047 -0,95
2026-01-20 13F Maryland Capital Advisors Inc. 22 0,00 3 0,00
2026-04-27 13F Transcendent Capital Group LLC 1.430 209
2026-05-08 13F SYM FINANCIAL Corp 553 81
2026-05-12 13F Colonial Trust Co / SC 2.108 0,00 308 4,78
2026-05-15 13F Fwl Investment Management, Llc 593 0,00 87 4,88
2026-05-01 13F FDx Advisors, Inc. 24.530 4
2026-04-24 13F Private Advisor Group, LLC 113.505 -0,76 16.565 4,07
2026-04-23 13F Cornerstone Wealth Management, LLC 54.042 -1,67 7.887 3,11
2026-05-05 13F Prairie Wealth Advisors, Inc. 0 428 5,43
2026-05-04 13F Nwam Llc 5.667 -1,48 827 -1,19
2026-04-27 13F Td Private Client Wealth Llc 80.317 -3,42 11.722 1,29
2026-04-20 13F City State Bank 358 0,00 52 6,12
2026-05-08 13F Steward Partners Investment Advisory, Llc 216.208 -1,77 31.553 3,02
2026-04-17 13F Union Savings Bank 12.364 0,00 1.804 4,88
2026-04-29 13F Marino, Stram & Associates Llc 278.651 -0,42 40.666 4,43
2026-05-04 13F Chicago Partners Investment Group LLC 26.360 -0,22 3.880 0,18
2026-04-22 13F SC&H Financial Advisors, Inc. 5.900 0,03 861 4,88
2026-04-24 13F Clarity Wealth Advisors, LLC 3.098 -0,77 452 4,15
2026-05-14 13F Pinnacle Financial Partners, Inc. 52.658 1,49 7.687 6,44
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 1.822 0,00 266 4,74
2026-04-17 13F Summit Wealth Partners, LLC 1.908 278
2026-05-13 13F Archetype Wealth Partners 3.398 0,00 0
2026-05-11 13F Fiduciary Group LLC 1.748 -7,90 255 -3,41
2026-04-07 13F Financially Speaking Inc 3.082 -4,91 450 -0,22
2026-05-01 13F Wealthspire Advisors, LLC 54.537 0,58 7.959 5,49
2026-04-10 13F Waldron Private Wealth LLC 10.842 0,00 1.582 4,91
2026-05-14 13F Northern Trust Corp 77.839 -4,01 11.360 0,66
2026-05-27 13F Capasso Planning Partners LLC 1.424 208
2026-04-24 13F Medallion Wealth Advisors, LLC 1.091 0,00 159 5,30
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 1.500 0,00 219 4,81
2026-05-14 13F Regal Investment Advisors LLC 2.474 -3,74 361 1,12
2026-05-15 13F Goldman Sachs Group Inc 328.838 -0,85 47.991 3,98
2026-05-07 13F EPG Wealth Management LLC 2.016 0,20 294 5,00
2026-05-11 13F Citigroup Inc 25.080 5,55 3.660 10,71
2026-05-14 13F Modern Wealth Management, LLC 2.556 7,30 373 12,39
2026-04-08 13F Cambridge Financial Group, LLC 1.493 0,00 218 4,33
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 175.514 -0,21 25.615 4,65
2026-04-22 13F My Personal CFO, LLC 0 -100,00 0
2026-05-14 13F 1832 Asset Management L.P. 27.786 1,86 4.055 6,82
2026-05-15 13F National Bank Of Canada /fi/ 85.447 3,26 12.475 8,38
2026-04-27 13F Altus Wealth Group LLC 5.938 -32,53 867 -29,25
2026-04-20 13F Values Added Financial LLC 3.252 0,00 475 4,87
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 1.695 0,00 247 5,11
2026-05-14 13F Providence Capital Advisors, LLC 628 -56,45 92 -54,50
2026-04-15 13F Johnson & White Wealth Management, LLC 30.340 -5,34 4.428 -0,74
2026-05-15 13F Aberdeen Wealth Management LLC 14.424 -2,37 2.105 2,38
2026-04-29 13F Cary Street Partner Investment Advisory Llc 70 0,00 10 11,11
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-01 13F Valmark Advisers, Inc. 12.769 1,19 1.864 6,09
2026-05-11 13F Shoker Investment Counsel, Inc. 1.601 0,19 234 4,95
2026-04-21 13F Laurel Oak Wealth Management, Llc 7.264 -1,64 1.060 3,21
2026-04-24 13F EJMK Ventures LLC 1.681 -32,00 245 -28,78
2026-05-08 13F Summit Asset Management, LLC 1.475 0,00 215 4,88
2026-05-05 13F Holistic Financial Partners 4.110 -0,17 600 4,72
2026-02-13 13F Nicolet Advisory Services, Llc 1.478 1,37 213 3,92
2026-04-15 13F City Holding Co 1.881 37,10 275 44,21
2026-04-22 13F Midwest Financial Group LLC 3.080 0,62 449 5,40
2026-04-15 13F Wealthcare Capital Partners, LLC 3.600 0,59 525 5,42
2026-04-23 13F Caliber Wealth Management, LLC / KS 3.248 -0,46 474 4,41
2026-04-30 13F Costello Asset Management, INC 1.037 151
2026-05-12 13F Harfst & Associates, Inc. 2.450 -9,09 358 -4,80
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 10.277 347,21 1.500 369,91
2026-04-09 13F Tompkins Financial Corp 1.437 -15,72 210 -11,81
2026-05-04 13F Geneos Wealth Management Inc. 8.841 -0,65 1.290 4,20
2026-05-15 13F Point72 Asset Management, L.P. Call 1.800 263
2026-04-10 13F Perigon Wealth Management, LLC 23.339 -0,50 3.406 4,35
2026-05-08 13F Roundview Capital LLC 2.987 -0,03 436 4,82
2026-04-24 13F Investment Management Trust, LLC 6.359 928
2026-05-01 13F Citizens Financial Group Inc/ri 37.781 -4,93 5.514 -0,31
2026-04-10 13F Winebrenner Capital Management Llc 9.662 0,07 1.410 4,99
2026-04-17 13F Wealthbridge Capital Management, Llc 4.387 -1,90 640 2,89
2026-05-08 13F Gen-Wealth Partners Inc 2.757 0,00 402 4,96
2026-04-22 13F Shum Financial Group, Inc. 26.198 -1,31 3.823 3,49
2026-04-23 13F/A Private Wealth Group, LLC 51.361 2,58 7.496 7,58
2026-05-05 13F Sanctuary Advisors, LLC 94.797 3,50 13.835 8,54
2026-05-11 13F Pathstone Holdings, LLC 782.740 1,46 114.233 6,28
2026-04-21 13F BCS Private Wealth Management, Inc. 7.290 0,00 1.064 4,83
2026-04-16 13F Westmount Partners, LLC 8.640 0,16 1.261 5,00
2026-04-16 13F Sentinel Pension Advisors Inc 4.547 3,96 664 9,05
2026-04-22 13F Sterling Capital Management LLC 287 0,00 42 5,13
2026-04-30 13F Madison Wealth Partners, Inc 3.132 6,13 457 11,46
2026-02-12 13F Commonwealth Equity Services, Llc 932.453 -3,55 129.760 96.018,52
2026-04-28 13F Kathmere Capital Management, LLC 1.699 0,00 248 4,66
2026-04-28 13F Nbt Bank N A /ny 81.952 -0,46 11.960 4,40
2026-05-06 13F Crescent Grove Advisors, LLC 1.500 -2,41 219 2,35
2026-05-05 13F Birchwood Financial Partners, Inc. 50 0,00 7 16,67
2026-05-04 13F Copia Wealth Management 0 -100,00 0
2026-05-06 13F DecisionPoint Financial, LLC 30 0,00 4 0,00
2026-04-13 13F St Germain D J Co Inc 101 0,00 15 7,69
2026-05-13 13F Dickmeyer Boyce Financial Management, Inc. 5.497 802
2026-04-29 13F CVA Family Office, LLC 125 0,00 18 5,88
2026-04-15 13F Register Financial Advisors LLC 110 0,00 16 6,67
2026-05-19 13F McIlrath & Eck, LLC 181 0,00 26 4,00
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 71.922 -2,72 10.496 2,02
2026-05-12 13F TIAA Wealth Investment Management LLC 117 17
2026-05-18 13F Alexander Labrunerie & Co., Inc. 4.494 -1,06 656 3,64
2026-03-12 13F Nalls Sherbakoff Group, Llc 2.168 42,82 302 59,26
2026-05-05 13F Financial Concepts Unlimited, Inc. 1.415 207
2026-05-13 13F Edmond De Rothschild Holding S.a. 170 -32,00 25 -29,41
2026-05-14 13F Us Bancorp \de\ 92.725 -1,27 13.536 3,57
2026-04-17 13F Provident Wealth Management, LLC 2.689 0,41 392 5,38
2026-04-23 13F North Star Investment Management Corp. 5.063 0,00 739 4,83
2026-05-04 13F J.Safra Asset Management Corp 368.501 4,14 53.779 9,21
2026-05-07 13F Madison Asset Management, LLC 13.138 -15,99 1.917 -11,90
2026-04-16 13F Capital Investment Advisors, LLC 495.043 -1,50 72.247 3,30
2026-04-22 13F Straight Path Wealth Management 1.933 0,00 282 5,22
2026-04-27 13F Tsfg, Llc 3.503 -11,50 1
2026-04-27 13F Sound Income Strategies, LLC 2.433 -19,76 355 -20,27
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 4.207 0,00 614 4,79
2026-04-20 13F Ritholtz Wealth Management 5.534 1,30 808 6,18
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0 -100,00
2026-04-14 13F Focus Financial Network, Inc. 14.584 -10,35 2.128 -5,97
2026-05-11 13F Eldridge Investment Advisors, Inc. 2.590 -1,89 378 2,72
2026-05-08 13F Firestone Capital Management 31.786 -0,76 4.639 4,06
2026-04-16 13F Genesis Private Wealth, Llc 3.668 -1,71 535 3,08
2026-05-11 13F Biltmore Family Office, LLC 690 -36,70 101 -33,77
2026-05-11 13F White Pine Capital Llc 11.382 0,00 1.661 4,93
2026-05-14 13F Mission Creek Capital Partners, Inc. 6.261 -14,33 914 -10,23
2026-05-14 13F Taylor Financial Group, Inc. 5.408 -3,74 789 1,02
2026-05-04 13F Conservest Capital Advisors, Inc. 5.632 -38,58 822 -35,66
2026-04-27 13F Beacon Financial Advisory LLC 1.400 204
2026-05-11 13F Becker Capital Management Inc 2.009 0,00 293 5,02
2026-05-12 13F Bank of Jackson Hole Trust 8.246 -2,85 1.203 1,86
2026-04-27 13F Nvwm, Llc 969 0,00 141 5,22
2026-05-07 13F Crewe Advisors LLC 3.347 -0,59 488 4,27
2026-04-30 13F Private Trust Co Na 3.874 0,00 565 4,82
2026-05-04 13F Wsfs Capital Management, Llc 1.480 -11,64 216 -7,73
2026-04-17 13F High Net Worth Advisory Group LLC 8.777 0,09 1.281 4,92
2026-05-04 13F Principal Financial Group Inc 2.936 0,00 428 4,90
2026-04-27 13F Insight Inv LLC 0 -100,00 0
2026-05-05 13F Frazier Financial Advisors, LLC 217 0,00 32 3,33
2026-04-24 13F Peoples Bank /oh 5.738 -9,12 837 -4,67
2026-05-08 13F Vanguard Advisers Inc 2.026 296
2026-05-04 13F First Foundation Advisors 1.600 0,00 234 4,95
2026-04-15 13F Bernardo Wealth Planning LLC 2.358 0,00 344 4,88
2026-05-06 13F Bessemer Group Inc 6.553 -70,81 1 -100,00
2026-05-01 13F Sachetta, LLC 17.740 9,13 2.589 14,46
2026-05-01 13F International Assets Investment Management, Llc 4.577 0,09 667 4,87
2026-04-20 13F New Hampshire Trust 3.775 1,78 551 6,59
2026-04-17 13F Paragon Financial Partners, Inc. 3.861 0,26 569 6,36
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 174 0,00 25 4,17
2026-02-02 13F Long Run Wealth Advisors, LLC 14.212 0,72 1.978 0,05
2026-05-13 13F NFP Retirement, Inc. 71.445 14,17 10.427 19,73
2026-05-15 13F Integrated Wealth Concepts LLC 22.725 228,16 3.316 244,34
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.047 0,58 153 4,83
2026-04-09 13F Mechanics Bank Trust Department 12.760 -6,68 1.862 -2,10
2026-05-13 13F May Barnhard Investments LLC 10.653 0,08 1.555 4,93
2026-04-08 13F High Point Wealth Management, LLC 150 22
2026-05-08 13F STAR Financial Bank 6.541 -4,50 955 0,10
2026-04-27 13F Pensionmark Financial Group, Llc 79.562 -0,80 11.611 4,03
2026-05-06 13F Hurley Capital, LLC 1.233 0,41 180 5,29
2026-05-06 13F VSM Wealth Advisory, LLC 495 0,00 72 5,88
2026-05-08 13F Prime Capital Investment Advisors, LLC 24.524 -0,96 3.579 3,89
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 5.572 -2,57 1
2026-04-24 13F KPP Advisory Services LLC 2.617 -2,57 382 2,14
2026-05-01 13F BKD Wealth Advisors, LLC 76.476 -1,22 11.161 3,59
2026-05-06 13F Meridian Wealth Management, LLC 4.757 -0,63 694 4,20
2026-04-20 13F Global Financial Private Client, LLC 3.344 0,00 488 4,95
2026-05-15 13F Armis Advisers, LLC 1.754 0,00 258 1,98
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 0 -100,00 0
2026-01-20 13F Arvest Investments, Inc. 0 0
2026-04-27 13F Garrett Wealth Advisory Group, LLC 0 -100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 16.991 -3,52 2 0,00
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 622 -25,69 0
2026-05-04 13F Savant Capital, LLC 86.766 7,74 12.663 12,98
2026-04-17 13F Elk River Wealth Management, LLC 422.523 0,19 61.663 5,40
2026-04-30 13F Forza Wealth Management, LLC 7.000 0,00 1.022 4,83
2026-04-15 13F PW Nova Financial Services LLC 3.108 -0,51 454 3,42
2026-05-14 13F Bare Financial Services, Inc 342 0,00 50 4,26
2026-04-17 13F Burns J W & Co Inc/ny 4.748 -5,17 693 -0,57
2026-05-13 13F Federation des caisses Desjardins du Quebec 9.508 0,58 1.388 5,48
2026-04-30 13F SkyOak Wealth, LLC 3.308 5,42 483 10,55
2026-04-15 13F Seacrest Wealth Management, Llc 3.786 0,32 552 4,15
2026-04-01 13F Confluence Investment Management Llc 68.710 -0,91 10.028 3,92
2026-04-06 13F Washington Trust Advisors, Inc. 1.844 0,00 269 5,08
2026-05-15 13F Veridan Wealth LLC 2.748 0,59 401 5,53
2026-05-08 13F Payne Capital Management, LLC 3.138 -44,70 458 -42,08
2026-04-28 13F Oxler Private Wealth LLC 1.460 -0,82 213 4,41
2026-05-12 13F Ameritas Advisory Services, LLC 35.779 -1,71 5.222 3,08
2026-05-08 13F MPS Loria Financial Planners, LLC 8.943 -2,88 1.305 1,87
2026-05-13 13F First Trust Advisors Lp 15.487 -27,10 2.260 -23,55
2026-04-28 13F GM Advisory Group, Inc. 4.416 0,41 645 5,23
2026-05-01 13F Global Assets Advisory, LLC 5.244 397
2026-05-04 13F 1st Source Bank 450.028 -7,30 65.677 -2,78
2026-05-08 13F Fund Evaluation Group, LLC 89.489 13.060
2026-05-13 13F Garden State Investment Advisory Services LLC 2.139 1,52 312 6,48
2026-05-14 13F Aspen Grove Capital, LLC 50.302 -0,06 7.341 4,81
2026-04-22 13F Arcadia Investment Management Corp/mi 506 0,00 74 4,29
2026-04-20 13F Hoge Financial Services, Llc 2.480 0,61 362 5,25
2026-04-21 13F Pinnacle Associates Ltd 8.553 -6,77 1.248 -2,19
2026-04-14 13F Baldwin Brothers Inc/ma 3.230 0,00 471 4,90
2026-04-13 13F TL Private Wealth 40.235 -0,28 5.927 2,33
2026-04-28 13F Whittier Trust Co Of Nevada Inc 44.035 1,99 6.442 4,89
2026-05-01 13F Sovran Advisors, LLC 9.194 2,17 1.380 4,55
2026-04-03 13F Global Wealth Strategies & Associates 194 -10,60 28 -6,67
2026-04-16 13F Friday Financial 1.902 0,00 278 4,92
2026-05-13 13F Private Wealth Advisors, LLC 4.442 0,29 648 5,19
2026-04-13 13F Lake Street Financial Llc 6.149 0,03 897 4,91
2026-04-23 13F Summit Wealth Group Llc / Co 1.851 270
2026-04-28 13F Belpointe Asset Management LLC 17.268 -2,15 2.520 2,65
2026-04-14 13F Covenant Asset Management, LLC 2.123 0,00 310 4,75
2026-05-05 13F Torrey-Payne Wealth Management, LLC 36.799 1,09 5.370 0,56
2026-04-21 13F Nemes Rush Group LLC 337 0,00 49 6,52
2026-04-23 13F Avant Financial Advisors LLC 2.065 0,00 301 4,88
2026-04-30 13F GreatBanc Trust CO 11.978 0,00 1.748 4,92
2026-04-08 13F Ehrlich Financial Group 5.421 18,05 791 23,98
2026-05-12 13F Strategy Asset Managers Llc 2.955 -1,40 431 3,36
2026-04-09 13F CRA Financial Services, LLC 93.591 -5,64 13.659 -1,04
2026-04-15 13F Hengehold Capital Management Llc 4.242 -2,91 619 1,98
2026-05-05 13F Aventura Private Wealth, LLC 990 -16,67 144 -12,73
2026-05-14 13F Renaissance Technologies Llc 6.400 934
2026-05-15 13F TCG Advisory Services, LLC 3.459 11,22 505 16,67
2026-04-10 13F Charles Schwab Trust Co 30.135 0,52 4.398 5,39
2026-04-27 13F Albion Financial Group /ut 2.743 0,00 400 4,99
2026-04-13 13F Newman Dignan & Sheerar, Inc. 13.572 -0,80 1.981 4,05
2026-04-22 13F Formidable Asset Management, LLC 1.991 0,00 277 -0,36
2026-04-14 13F Approach Retirement Advisors, LLC 2.680 0,00 391 5,11
2026-05-11 13F Rebalance, Llc 11.673 0,58 1.704 5,45
2026-05-07 13F JMG Financial Group, Ltd. 2.154 -65,12 314 -63,45
2026-05-13 13F SRS Capital Advisors, Inc. 18.927 13,83 2.762 19,36
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 7.299 -14,86 1.065 -10,73
2026-05-11 13F Integrity Alliance, Llc. 10.184 -15,09 1.486 -10,96
2026-05-14 13F Atomi Financial Group, Inc. 4.358 0,07 636 5,12
2026-05-05 13F Good Harbor Advisors, Inc. 17.323 5,71 2.528 10,88
2026-05-14 13F Neuberger Berman Group LLC 8.744 10,96 1.276 16,42
2026-05-15 13F Vawter Financial, Ltd. 7.500 0,00 1.095 4,89
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